RSGRX Mutual Fund

RSGRX Mutual Fund

NAV$36.18
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Returns Overview

1 Month
-3.29%
3 Months
+0.31%
6 Months
+2.83%
YTD
+1.85%
1 Year
+9.28%
3 Years (annualized)
+19.95%
5 Years (annualized)
+10.49%
10 Years (annualized)
+14.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSGRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+6.23%
vs Peers
-4.38%

RSGRX Mutual Fund Performance

RSGRX performance across multiple time periods: 1-month -3.29%, YTD 1.85%, 1-year 9.28%, 3-year 19.95%, 5-year 10.49%, 10-year 14.85%.

RSGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

RSGRX vs another fund shows side-by-side returns. RSGRX alternatives are available in the Mutual Fund Screener.