REGEX Mutual Fund

REGEX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
-2.46%
3 Months
-2.18%
6 Months
+1.80%
YTD
+0.41%
1 Year
+2.79%
3 Years (annualized)
+8.15%
5 Years (annualized)
+2.80%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGEX 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)
+0.41%
Peer Avg (YTD)
-0.77%
vs Peers
+1.18%

REGEX Mutual Fund Performance

REGEX performance across multiple time periods: 1-month -2.46%, YTD 0.41%, 1-year 2.79%, 3-year 8.15%, 5-year 2.80%, 10-year 4.04%.

REGEX returns outperform the peer average of -0.77% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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