REGGX Mutual Fund

REGGX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
-0.43%
3 Months
+1.12%
6 Months
+0.97%
YTD
+2.37%
1 Year
+8.70%
3 Years (annualized)
+7.45%
5 Years (annualized)
+3.27%
10 Years (annualized)
+4.31%

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
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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)
+2.37%
Peer Avg (YTD)
+0.72%
vs Peers
+1.65%

REGGX Mutual Fund Performance

REGGX performance across multiple time periods: 1-month -0.43%, YTD 2.37%, 1-year 8.70%, 3-year 7.45%, 5-year 3.27%, 10-year 4.31%.

REGGX returns outperform the peer average of 0.72% 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.