RGEVX Mutual Fund

RGEVX Mutual Fund

NAV$11.49
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Returns Overview

1 Month
+2.66%
3 Months
+0.04%
6 Months
-1.30%
YTD
-1.66%
1 Year
-1.53%
3 Years (annualized)
+4.15%
5 Years (annualized)
-0.91%
10 Years (annualized)
+0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGEVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+1.93%
vs Peers
-3.58%

RGEVX Mutual Fund Performance

RGEVX performance across multiple time periods: 1-month 2.66%, YTD -1.66%, 1-year -1.53%, 3-year 4.15%, 5-year -0.91%, 10-year 0.62%.

RGEVX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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