RGICX Mutual Fund

NAV$49.77

Returns Overview

1 Month
-0.76%
3 Months
+10.38%
6 Months
+12.03%
YTD
+10.64%
1 Year
+24.81%
3 Years (annualized)
+17.59%
5 Years (annualized)
+8.50%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGICX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+9.13%
vs Peers
+1.50%

RGICX Mutual Fund Performance

RGICX performance across multiple time periods: 1-month -0.76%, YTD 10.64%, 1-year 24.81%, 3-year 17.59%, 5-year 8.50%, 10-year 9.46%.

RGICX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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