RGPFX Mutual Fund

NAV$21.56

Returns Overview

1 Month
+0.30%
3 Months
+9.07%
6 Months
+7.97%
YTD
+7.38%
1 Year
+16.14%
3 Years (annualized)
+14.51%
5 Years (annualized)
+7.90%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGPFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+5.87%
vs Peers
+1.51%

RGPFX Mutual Fund Performance

RGPFX performance across multiple time periods: 1-month 0.30%, YTD 7.38%, 1-year 16.14%, 3-year 14.51%, 5-year 7.90%, 10-year 9.44%.

RGPFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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