RGECX Mutual Fund

RGECX Mutual Fund

NAV$11.93
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Returns Overview

1 Month
+1.71%
3 Months
+4.58%
6 Months
+7.13%
YTD
+9.60%
1 Year
+20.70%
3 Years (annualized)
+16.22%
5 Years (annualized)
+9.73%
10 Years (annualized)
+11.42%

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)
+9.60%
Peer Avg (YTD)
+9.42%
vs Peers
+0.18%

RGECX Mutual Fund Performance

RGECX performance across multiple time periods: 1-month 1.71%, YTD 9.60%, 1-year 20.70%, 3-year 16.22%, 5-year 9.73%, 10-year 11.42%.

RGECX returns outperform the peer average of 9.42% 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.