REGTX Mutual Fund

REGTX Mutual Fund

NAV$25.63
See how much of REGTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.10%
3 Months
+2.95%
6 Months
+5.50%
YTD
+7.43%
1 Year
+16.37%
3 Years (annualized)
+15.28%
5 Years (annualized)
+8.59%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGTX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+6.99%
vs Peers
+0.44%

REGTX Mutual Fund Performance

REGTX performance across multiple time periods: 1-month -1.10%, YTD 7.43%, 1-year 16.37%, 3-year 15.28%, 5-year 8.59%, 10-year 11.24%.

REGTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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