RGNAX Mutual Fund

RGNAX Mutual Fund

NAV$22.91
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Returns Overview

1 Month
-1.04%
3 Months
+2.79%
6 Months
+5.41%
YTD
+7.19%
1 Year
+15.09%
3 Years (annualized)
+14.59%
5 Years (annualized)
+8.17%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGNAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+6.57%
vs Peers
+0.62%

RGNAX Mutual Fund Performance

RGNAX performance across multiple time periods: 1-month -1.04%, YTD 7.19%, 1-year 15.09%, 3-year 14.59%, 5-year 8.17%, 10-year 9.66%.

RGNAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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