RGVAX Mutual Fund

NAV$11.69

Returns Overview

1 Month
-1.35%
3 Months
-1.93%
6 Months
-2.83%
YTD
-3.07%
1 Year
+1.84%
3 Years (annualized)
+2.77%
5 Years (annualized)
-0.78%
10 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGVAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-3.07%
Peer Avg (YTD)
+3.23%
vs Peers
-6.29%

RGVAX Mutual Fund Performance

RGVAX performance across multiple time periods: 1-month -1.35%, YTD -3.07%, 1-year 1.84%, 3-year 2.77%, 5-year -0.78%, 10-year 0.82%.

RGVAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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