RSGFX Mutual Fund

RSGFX Mutual Fund

NAV$11.17
See how much of RSGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.72%
3 Months
-8.25%
6 Months
+14.33%
YTD
+10.54%
1 Year
+16.08%
3 Years (annualized)
+14.64%
5 Years (annualized)
+2.56%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSGFX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+6.72%
vs Peers
+3.82%

RSGFX Mutual Fund Performance

RSGFX performance across multiple time periods: 1-month -0.72%, YTD 10.54%, 1-year 16.08%, 3-year 14.64%, 5-year 2.56%, 10-year 8.84%.

RSGFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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