RGIVX Mutual Fund

RGIVX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-5.82%
3 Months
-7.51%
6 Months
-5.63%
YTD
+4.49%
1 Year
+10.60%
3 Years (annualized)
+19.13%
5 Years (annualized)
+12.51%
10 Years (annualized)
+12.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGIVX 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
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+0.92%
vs Peers
+3.57%

RGIVX Mutual Fund Performance

RGIVX performance across multiple time periods: 1-month -5.82%, YTD 4.49%, 1-year 10.60%, 3-year 19.13%, 5-year 12.51%, 10-year 12.75%.

RGIVX returns outperform the peer average of 0.92% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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