RGSFX Mutual Fund

RGSFX Mutual Fund

NAV$32.02
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Returns Overview

1 Month
-1.03%
3 Months
-1.52%
6 Months
+16.58%
YTD
+9.36%
1 Year
+13.52%
3 Years (annualized)
+20.02%
5 Years (annualized)
+9.03%
10 Years (annualized)
+13.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGSFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+8.68%
vs Peers
+0.68%

RGSFX Mutual Fund Performance

RGSFX performance across multiple time periods: 1-month -1.03%, YTD 9.36%, 1-year 13.52%, 3-year 20.02%, 5-year 9.03%, 10-year 13.12%.

RGSFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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