RGRPX Mutual Fund

RGRPX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
-3.11%
3 Months
-2.37%
6 Months
+1.12%
YTD
+1.10%
1 Year
+3.20%
3 Years (annualized)
+9.42%
5 Years (annualized)
+3.94%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGRPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+2.46%
vs Peers
-1.36%

RGRPX Mutual Fund Performance

RGRPX performance across multiple time periods: 1-month -3.11%, YTD 1.10%, 1-year 3.20%, 3-year 9.42%, 5-year 3.94%, 10-year 5.31%.

RGRPX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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