RAGTX Mutual Fund

RAGTX Mutual Fund

NAV$99.16
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Returns Overview

1 Month
+4.39%
3 Months
+2.63%
6 Months
+46.41%
YTD
+30.25%
1 Year
+33.51%
3 Years (annualized)
+31.92%
5 Years (annualized)
+15.03%
10 Years (annualized)
+22.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAGTX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+30.25%
Peer Avg (YTD)
+16.41%
vs Peers
+13.84%

RAGTX Mutual Fund Performance

RAGTX performance across multiple time periods: 1-month 4.39%, YTD 30.25%, 1-year 33.51%, 3-year 31.92%, 5-year 15.03%, 10-year 22.38%.

RAGTX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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