RGISX

Mutual fund

$10.26 -$0.12 (-1.16%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.82High $11.17

Has RGISX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RGISX returned +5.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RGISX
+5.2%
S&P 500
+16.6%
Largest decline 
RGISX
10.0%
S&P 500
8.9%
Risk-adjusted return 
RGISX
0.17
S&P 500
0.97
Downside risk-adjusted return 
RGISX
0.25
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRGISXS&P 500
1 month +0.2% +0.6%
3 months -5.2% +3.4%
Year to date +5.1% +13.3%
1 year +5.2% +16.6%
3 years (annualized) +16.3% +23.1%

Volatility (1-year, annualized): 10.4% · Largest decline (max drawdown, since Oct 2021): 20.3%

How are your investments doing?

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