RGNCX Mutual Fund

NAV$57.05

Returns Overview

1 Month
-4.38%
3 Months
+12.09%
6 Months
+30.73%
YTD
+29.22%
1 Year
+81.64%
3 Years (annualized)
+30.83%
5 Years (annualized)
+27.57%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGNCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Commodity Producers Index(M1WO0CMP)
This Mutual Fund (YTD)
+29.22%
Peer Avg (YTD)
+11.40%
vs Peers
+17.82%

RGNCX Mutual Fund Performance

RGNCX performance across multiple time periods: 1-month -4.38%, YTD 29.22%, 1-year 81.64%, 3-year 30.83%, 5-year 27.57%, 10-year 11.97%.

RGNCX returns outperform the peer average of 11.40% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

RGNCX performance comparison shows side-by-side returns with another fund. RGNCX alternatives are available in the Mutual Fund Screener.