RGPAX Mutual Fund

NAV$24.08

Returns Overview

1 Month
-0.41%
3 Months
-1.83%
6 Months
-0.99%
YTD
-0.45%
1 Year
+9.62%
3 Years (annualized)
+13.83%
5 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGPAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
+8.97%
vs Peers
-9.43%

RGPAX Mutual Fund Performance

RGPAX performance across multiple time periods: 1-month -0.41%, YTD -0.45%, 1-year 9.62%, 3-year 13.83%, 5-year 4.25%.

RGPAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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