RGDTX Mutual Fund

RGDTX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
-1.04%
3 Months
+2.05%
6 Months
+14.58%
YTD
+10.60%
1 Year
+15.21%
3 Years (annualized)
+18.86%
5 Years (annualized)
+10.87%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGDTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+9.29%
vs Peers
+1.31%

RGDTX Mutual Fund Performance

RGDTX performance across multiple time periods: 1-month -1.04%, YTD 10.60%, 1-year 15.21%, 3-year 18.86%, 5-year 10.87%, 10-year 12.65%.

RGDTX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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