RGSAX Mutual Fund

RGSAX Mutual Fund

NAV$30.86
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Returns Overview

1 Month
-6.56%
3 Months
-4.55%
6 Months
+4.86%
YTD
-0.85%
1 Year
-5.76%
3 Years (annualized)
+4.56%
5 Years (annualized)
-0.32%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGSAX 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
MSCI World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+7.86%
vs Peers
-8.72%

RGSAX Mutual Fund Performance

RGSAX performance across multiple time periods: 1-month -6.56%, YTD -0.85%, 1-year -5.76%, 3-year 4.56%, 5-year -0.32%, 10-year 6.45%.

RGSAX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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