RGVGX Mutual Fund

RGVGX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-3.01%
3 Months
-3.99%
6 Months
-3.79%
YTD
-3.90%
1 Year
-2.85%
3 Years (annualized)
+3.79%
5 Years (annualized)
-0.18%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGVGX 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
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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)
-3.90%
Peer Avg (YTD)
+0.50%
vs Peers
-4.40%

RGVGX Mutual Fund Performance

RGVGX performance across multiple time periods: 1-month -3.01%, YTD -3.90%, 1-year -2.85%, 3-year 3.79%, 5-year -0.18%, 10-year 1.53%.

RGVGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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