RGYTX Mutual Fund

NAV$10.56

Returns Overview

1 Month
-0.94%
3 Months
+1.15%
6 Months
+1.05%
YTD
+3.63%
1 Year
+12.02%
3 Years (annualized)
+10.18%
5 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGYTX 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
FTSE US Broad Investment Grade Composite Index
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+4.14%
vs Peers
-0.51%

RGYTX Mutual Fund Performance

RGYTX performance across multiple time periods: 1-month -0.94%, YTD 3.63%, 1-year 12.02%, 3-year 10.18%, 5-year 4.42%.

RGYTX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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