RGESX Mutual Fund

RGESX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-1.45%
3 Months
-1.21%
6 Months
+3.56%
YTD
+8.91%
1 Year
+11.91%
3 Years (annualized)
+20.37%
5 Years (annualized)
+9.94%
10 Years (annualized)
+12.32%

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
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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)
+8.91%
Peer Avg (YTD)
+8.05%
vs Peers
+0.86%

RGESX Mutual Fund Performance

RGESX performance across multiple time periods: 1-month -1.45%, YTD 8.91%, 1-year 11.91%, 3-year 20.37%, 5-year 9.94%, 10-year 12.32%.

RGESX returns outperform the peer average of 8.05% 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.