REGWX Mutual Fund

REGWX Mutual Fund

NAV$52.58
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Returns Overview

1 Month
-6.77%
3 Months
+7.65%
6 Months
+14.26%
YTD
+17.90%
1 Year
+27.74%
3 Years (annualized)
+10.25%
5 Years (annualized)
-2.30%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGWX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.90%
Peer Avg (YTD)
+15.31%
vs Peers
+2.59%

REGWX Mutual Fund Performance

REGWX performance across multiple time periods: 1-month -6.77%, YTD 17.90%, 1-year 27.74%, 3-year 10.25%, 5-year -2.30%, 10-year 7.48%.

REGWX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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