RSIGX Mutual Fund

NAV$19.43

Returns Overview

1 Month
-0.36%
3 Months
+3.13%
6 Months
+0.99%
YTD
+7.17%
1 Year
+18.61%
3 Years (annualized)
+17.39%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+9.13%
vs Peers
-1.96%

RSIGX Mutual Fund Performance

RSIGX performance across multiple time periods: 1-month -0.36%, YTD 7.17%, 1-year 18.61%, 3-year 17.39%, 5-year 9.22%, 10-year 10.23%.

RSIGX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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