REGRX Mutual Fund

REGRX Mutual Fund

NAV$23.15
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Returns Overview

1 Month
-9.65%
3 Months
-6.91%
6 Months
-4.90%
YTD
+8.88%
1 Year
+11.92%
3 Years (annualized)
+21.41%
5 Years (annualized)
+5.91%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGRX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+9.82%
vs Peers
-0.94%

REGRX Mutual Fund Performance

REGRX performance across multiple time periods: 1-month -9.65%, YTD 8.88%, 1-year 11.92%, 3-year 21.41%, 5-year 5.91%, 10-year 6.95%.

REGRX returns trail the peer average of 9.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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