RGEAX Mutual Fund

RGEAX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+1.67%
3 Months
+4.73%
6 Months
+7.41%
YTD
+10.04%
1 Year
+21.55%
3 Years (annualized)
+17.05%
5 Years (annualized)
+10.55%
10 Years (annualized)
+12.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGEAX 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
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+9.42%
vs Peers
+0.61%

RGEAX Mutual Fund Performance

RGEAX performance across multiple time periods: 1-month 1.67%, YTD 10.04%, 1-year 21.55%, 3-year 17.05%, 5-year 10.55%, 10-year 12.24%.

RGEAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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