RGESX Mutual Fund

RGESX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
+1.73%
3 Months
+4.83%
6 Months
+7.57%
YTD
+10.25%
1 Year
+21.92%
3 Years (annualized)
+17.38%
5 Years (annualized)
+10.83%
10 Years (annualized)
+12.53%

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
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📉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)
+10.25%
Peer Avg (YTD)
+9.42%
vs Peers
+0.83%

RGESX Mutual Fund Performance

RGESX performance across multiple time periods: 1-month 1.73%, YTD 10.25%, 1-year 21.92%, 3-year 17.38%, 5-year 10.83%, 10-year 12.53%.

RGESX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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