REGWX Mutual Fund

NAV$53.87

Returns Overview

1 Month
+7.38%
3 Months
+32.42%
6 Months
+26.99%
YTD
+26.46%
1 Year
+38.75%
3 Years (annualized)
+14.08%
5 Years (annualized)
-1.66%
10 Years (annualized)
+9.07%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.46%
Peer Avg (YTD)
+18.52%
vs Peers
+7.93%

REGWX Mutual Fund Performance

REGWX performance across multiple time periods: 1-month 7.38%, YTD 26.46%, 1-year 38.75%, 3-year 14.08%, 5-year -1.66%, 10-year 9.07%.

REGWX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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