REGFX Mutual Fund

REGFX Mutual Fund

NAV$8.10
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Returns Overview

1 Month
-0.45%
3 Months
+1.09%
6 Months
+0.93%
YTD
+2.33%
1 Year
+8.63%
3 Years (annualized)
+7.40%
5 Years (annualized)
+3.23%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGFX 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)
+2.33%
Peer Avg (YTD)
+0.72%
vs Peers
+1.61%

REGFX Mutual Fund Performance

REGFX performance across multiple time periods: 1-month -0.45%, YTD 2.33%, 1-year 8.63%, 3-year 7.40%, 5-year 3.23%, 10-year 4.29%.

REGFX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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