RGAFX Mutual Fund

NAV$85.05

Returns Overview

1 Month
-0.53%
3 Months
+19.10%
6 Months
+9.56%
YTD
+8.98%
1 Year
+19.18%
3 Years (annualized)
+21.01%
5 Years (annualized)
+10.31%
10 Years (annualized)
+15.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGAFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+8.97%
vs Peers
+0.01%

RGAFX Mutual Fund Performance

RGAFX performance across multiple time periods: 1-month -0.53%, YTD 8.98%, 1-year 19.18%, 3-year 21.01%, 5-year 10.31%, 10-year 15.69%.

RGAFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

RGAFX performance comparison shows side-by-side returns with another fund. RGAFX alternatives are available in the Mutual Fund Screener.