REGCX Mutual Fund

REGCX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
-0.38%
3 Months
-2.15%
6 Months
+0.25%
YTD
+3.21%
1 Year
+5.82%
3 Years (annualized)
+14.41%
5 Years (annualized)
+8.94%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGCX 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
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🏦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)
+3.21%
Peer Avg (YTD)
+0.04%
vs Peers
+3.16%

REGCX Mutual Fund Performance

REGCX performance across multiple time periods: 1-month -0.38%, YTD 3.21%, 1-year 5.82%, 3-year 14.41%, 5-year 8.94%, 10-year 9.18%.

REGCX returns outperform the peer average of 0.04% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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