RGERX Mutual Fund

NAV$24.15

Returns Overview

1 Month
+4.26%
3 Months
+22.44%
6 Months
+19.19%
YTD
+17.43%
1 Year
+27.73%
3 Years (annualized)
+19.42%
5 Years (annualized)
+9.14%
10 Years (annualized)
+14.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGERX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+17.43%
Peer Avg (YTD)
+8.97%
vs Peers
+8.46%

RGERX Mutual Fund Performance

RGERX performance across multiple time periods: 1-month 4.26%, YTD 17.43%, 1-year 27.73%, 3-year 19.42%, 5-year 9.14%, 10-year 14.38%.

RGERX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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