RSGFX

Mutual fund

$10.64 +$0.10 (+0.95%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.20High $13.14

Has RSGFX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSGFX returned +12.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSGFX
+12.5%
S&P 500
+16.6%
Largest decline 
RSGFX
12.8%
S&P 500
8.9%
Risk-adjusted return 
RSGFX
0.46
S&P 500
0.97
Downside risk-adjusted return 
RSGFX
0.66
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

PeriodRSGFXS&P 500
1 month -3.4% +0.6%
3 months -4.6% +3.4%
Year to date +8.1% +13.3%
1 year +12.5% +16.6%
3 years (annualized) +17.0% +23.1%

Volatility (1-year, annualized): 22.4% · Largest decline (max drawdown, since Oct 2021): 55.6%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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