RGECX Mutual Fund

RGECX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-0.68%
3 Months
+12.00%
6 Months
+8.36%
YTD
+7.76%
1 Year
+19.79%
3 Years (annualized)
+16.68%
5 Years (annualized)
+9.64%
10 Years (annualized)
+11.71%

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)
+7.76%
Peer Avg (YTD)
+9.13%
vs Peers
-1.38%

RGECX Mutual Fund Performance

RGECX performance across multiple time periods: 1-month -0.68%, YTD 7.76%, 1-year 19.79%, 3-year 16.68%, 5-year 9.64%, 10-year 11.71%.

RGECX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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