RSGRX Mutual Fund

RSGRX Mutual Fund

NAV$34.55
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Returns Overview

1 Month
-6.71%
3 Months
-0.23%
6 Months
+0.09%
YTD
+1.62%
1 Year
-0.81%
3 Years (annualized)
+22.82%
5 Years (annualized)
+9.24%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+4.64%
vs Peers
-3.02%

RSGRX Mutual Fund Performance

RSGRX performance across multiple time periods: 1-month -6.71%, YTD 1.62%, 1-year -0.81%, 3-year 22.82%, 5-year 9.24%, 10-year 15.06%.

RSGRX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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