RSGFX Mutual Fund

RSGFX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
-2.09%
3 Months
-1.46%
6 Months
+0.75%
YTD
+9.55%
1 Year
+10.06%
3 Years (annualized)
+19.46%
5 Years (annualized)
+1.51%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSGFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+10.76%
vs Peers
-1.21%

RSGFX Mutual Fund Performance

RSGFX performance across multiple time periods: 1-month -2.09%, YTD 9.55%, 1-year 10.06%, 3-year 19.46%, 5-year 1.51%, 10-year 8.86%.

RSGFX returns trail the peer average of 10.76% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

RSGFX vs another fund shows side-by-side returns. RSGFX alternatives are available in the Mutual Fund Screener.