REGIX Mutual Fund

REGIX Mutual Fund

NAV$6.54
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Returns Overview

1 Month
+0.20%
3 Months
-7.34%
6 Months
-14.39%
YTD
+0.20%
1 Year
-19.27%
3 Years (annualized)
-7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGIX 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
MSCI ACWI Investable Market Index
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+3.75%
vs Peers
-3.55%

REGIX Mutual Fund Performance

REGIX performance across multiple time periods: 1-month 0.20%, YTD 0.20%, 1-year -19.27%, 3-year -7.23%.

REGIX returns trail the peer average of 3.75% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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