REGTX Mutual Fund

REGTX Mutual Fund

NAV$24.99
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Returns Overview

1 Month
+1.47%
3 Months
+0.71%
6 Months
+5.80%
YTD
+9.01%
1 Year
+15.81%
3 Years (annualized)
+16.67%
5 Years (annualized)
+8.43%
10 Years (annualized)
+11.39%

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
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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 ex US Index
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+8.76%
vs Peers
+0.26%

REGTX Mutual Fund Performance

REGTX performance across multiple time periods: 1-month 1.47%, YTD 9.01%, 1-year 15.81%, 3-year 16.67%, 5-year 8.43%, 10-year 11.39%.

REGTX returns outperform the peer average of 8.76% 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.