RSGRX Mutual Fund

NAV$36.60

Returns Overview

1 Month
-3.85%
3 Months
+16.71%
6 Months
+5.28%
YTD
+5.31%
1 Year
+22.46%
3 Years (annualized)
+26.87%
5 Years (annualized)
+14.36%
10 Years (annualized)
+19.93%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+8.97%
vs Peers
-3.66%

RSGRX Mutual Fund Performance

RSGRX performance across multiple time periods: 1-month -3.85%, YTD 5.31%, 1-year 22.46%, 3-year 26.87%, 5-year 14.36%, 10-year 19.93%.

RSGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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