RGELX Mutual Fund

RGELX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
+4.00%
3 Months
+11.38%
6 Months
+8.53%
YTD
+8.53%
1 Year
+13.72%
3 Years (annualized)
+14.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGELX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+7.40%
vs Peers
+1.13%

RGELX Mutual Fund Performance

RGELX performance across multiple time periods: 1-month 4.00%, YTD 8.53%, 1-year 13.72%, 3-year 14.63%.

RGELX returns outperform the peer average of 7.40% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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