REGBX Mutual Fund

REGBX Mutual Fund

NAV$8.14
See how much of REGBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.53%
3 Months
+0.86%
6 Months
+0.45%
YTD
+1.76%
1 Year
+7.58%
3 Years (annualized)
+6.36%
5 Years (annualized)
+2.25%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGBX 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)
+1.76%
Peer Avg (YTD)
+0.72%
vs Peers
+1.04%

REGBX Mutual Fund Performance

REGBX performance across multiple time periods: 1-month -0.53%, YTD 1.76%, 1-year 7.58%, 3-year 6.36%, 5-year 2.25%, 10-year 3.32%.

REGBX returns outperform the peer average of 0.72% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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