REGEX Mutual Fund

REGEX Mutual Fund

NAV$7.85
See how much of REGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.16%
3 Months
-2.10%
6 Months
-0.55%
YTD
+0.57%
1 Year
+1.65%
3 Years (annualized)
+8.36%
5 Years (annualized)
+2.82%
10 Years (annualized)
+3.43%

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)
+0.57%
Peer Avg (YTD)
+0.04%
vs Peers
+0.53%

REGEX Mutual Fund Performance

REGEX performance across multiple time periods: 1-month 0.16%, YTD 0.57%, 1-year 1.65%, 3-year 8.36%, 5-year 2.82%, 10-year 3.43%.

REGEX returns outperform the peer average of 0.04% 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.