RERGX Mutual Fund

RERGX Mutual Fund

NAV$60.34
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Returns Overview

1 Month
-5.12%
3 Months
-4.53%
6 Months
-0.14%
YTD
+3.70%
1 Year
+6.94%
3 Years (annualized)
+16.10%
5 Years (annualized)
+3.61%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERGX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+5.23%
vs Peers
-1.54%

RERGX Mutual Fund Performance

RERGX performance across multiple time periods: 1-month -5.12%, YTD 3.70%, 1-year 6.94%, 3-year 16.10%, 5-year 3.61%, 10-year 8.24%.

RERGX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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