RGTFX Mutual Fund

NAV$29.62

Returns Overview

1 Month
+0.68%
3 Months
+18.10%
6 Months
+13.46%
YTD
+12.39%
1 Year
+25.04%
3 Years (annualized)
+20.05%
5 Years (annualized)
+8.98%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGTFX 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
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+8.97%
vs Peers
+3.42%

RGTFX Mutual Fund Performance

RGTFX performance across multiple time periods: 1-month 0.68%, YTD 12.39%, 1-year 25.04%, 3-year 20.05%, 5-year 8.98%, 10-year 13.00%.

RGTFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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