RGESX Mutual Fund

NAV$12.72

Returns Overview

1 Month
-0.57%
3 Months
+12.28%
6 Months
+8.96%
YTD
+8.38%
1 Year
+21.06%
3 Years (annualized)
+17.88%
5 Years (annualized)
+10.75%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGESX 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
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+9.13%
vs Peers
-0.75%

RGESX Mutual Fund Performance

RGESX performance across multiple time periods: 1-month -0.57%, YTD 8.38%, 1-year 21.06%, 3-year 17.88%, 5-year 10.75%, 10-year 12.83%.

RGESX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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