RGVAX Mutual Fund

RGVAX Mutual Fund

NAV$11.29
See how much of RGVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.12%
3 Months
-4.28%
6 Months
-4.34%
YTD
-4.72%
1 Year
-3.94%
3 Years (annualized)
+2.67%
5 Years (annualized)
-1.19%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGVAX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-4.72%
Peer Avg (YTD)
+0.50%
vs Peers
-5.22%

RGVAX Mutual Fund Performance

RGVAX performance across multiple time periods: 1-month -3.12%, YTD -4.72%, 1-year -3.94%, 3-year 2.67%, 5-year -1.19%, 10-year 0.80%.

RGVAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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