REGBX Mutual Fund

REGBX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
-2.51%
3 Months
-2.35%
6 Months
+1.45%
YTD
-0.10%
1 Year
+2.09%
3 Years (annualized)
+7.43%
5 Years (annualized)
+2.13%
10 Years (annualized)
+3.34%

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
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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)
-0.10%
Peer Avg (YTD)
-0.77%
vs Peers
+0.67%

REGBX Mutual Fund Performance

REGBX performance across multiple time periods: 1-month -2.51%, YTD -0.10%, 1-year 2.09%, 3-year 7.43%, 5-year 2.13%, 10-year 3.34%.

REGBX returns outperform the peer average of -0.77% 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.