REGAX Mutual Fund

REGAX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
-2.51%
3 Months
-1.88%
6 Months
+3.34%
YTD
+3.12%
1 Year
+2.16%
3 Years (annualized)
+7.48%
5 Years (annualized)
+2.29%
10 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
-0.74%
vs Peers
+3.86%

REGAX Mutual Fund Performance

REGAX performance across multiple time periods: 1-month -2.51%, YTD 3.12%, 1-year 2.16%, 3-year 7.48%, 5-year 2.29%, 10-year 3.48%.

REGAX returns outperform the peer average of -0.74% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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