RGEVX Mutual Fund

RGEVX Mutual Fund

NAV$11.33
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Returns Overview

1 Month
+0.25%
3 Months
-1.09%
6 Months
-2.94%
YTD
-1.45%
1 Year
+0.04%
3 Years (annualized)
+2.97%
5 Years (annualized)
-0.92%
10 Years (annualized)
+0.72%

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)
-1.45%
Peer Avg (YTD)
+2.15%
vs Peers
-3.60%

RGEVX Mutual Fund Performance

RGEVX performance across multiple time periods: 1-month 0.25%, YTD -1.45%, 1-year 0.04%, 3-year 2.97%, 5-year -0.92%, 10-year 0.72%.

RGEVX returns trail the peer average of 2.15% 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.