RGPAX Mutual Fund

RGPAX Mutual Fund

NAV$24.56
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Returns Overview

1 Month
-0.24%
3 Months
-0.24%
6 Months
+7.16%
YTD
+1.41%
1 Year
+3.27%
3 Years (annualized)
+13.50%
5 Years (annualized)
+3.11%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGPAX 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
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📉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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+8.68%
vs Peers
-7.27%

RGPAX Mutual Fund Performance

RGPAX performance across multiple time periods: 1-month -0.24%, YTD 1.41%, 1-year 3.27%, 3-year 13.50%, 5-year 3.11%, 10-year 10.54%.

RGPAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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