REGAX Mutual Fund

REGAX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
-0.38%
3 Months
-2.20%
6 Months
+0.01%
YTD
+2.73%
1 Year
+5.20%
3 Years (annualized)
+13.67%
5 Years (annualized)
+8.23%
10 Years (annualized)
+8.58%

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)
+2.73%
Peer Avg (YTD)
+0.04%
vs Peers
+2.68%

REGAX Mutual Fund Performance

REGAX performance across multiple time periods: 1-month -0.38%, YTD 2.73%, 1-year 5.20%, 3-year 13.67%, 5-year 8.23%, 10-year 8.58%.

REGAX returns outperform the peer average of 0.04% 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.