REGGX Mutual Fund

REGGX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
-0.30%
3 Months
+0.04%
6 Months
+0.42%
YTD
+2.07%
1 Year
+6.06%
3 Years (annualized)
+8.53%
5 Years (annualized)
+3.15%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGGX 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)
+2.07%
Peer Avg (YTD)
+1.19%
vs Peers
+0.88%

REGGX Mutual Fund Performance

REGGX performance across multiple time periods: 1-month -0.30%, YTD 2.07%, 1-year 6.06%, 3-year 8.53%, 5-year 3.15%, 10-year 4.40%.

REGGX returns outperform the peer average of 1.19% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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