RGECX Mutual Fund

RGECX Mutual Fund

NAV$11.95
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Returns Overview

1 Month
+1.18%
3 Months
+2.21%
6 Months
+7.71%
YTD
+10.90%
1 Year
+18.87%
3 Years (annualized)
+17.59%
5 Years (annualized)
+9.66%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGECX 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)
+10.90%
Peer Avg (YTD)
+10.17%
vs Peers
+0.72%

RGECX Mutual Fund Performance

RGECX performance across multiple time periods: 1-month 1.18%, YTD 10.90%, 1-year 18.87%, 3-year 17.59%, 5-year 9.66%, 10-year 11.44%.

RGECX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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