RGNEX Mutual Fund

RGNEX Mutual Fund

NAV$22.61
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Returns Overview

1 Month
+1.35%
3 Months
+0.86%
6 Months
+6.08%
YTD
+9.10%
1 Year
+15.14%
3 Years (annualized)
+16.42%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGNEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+7.17%
vs Peers
+1.93%

RGNEX Mutual Fund Performance

RGNEX performance across multiple time periods: 1-month 1.35%, YTD 9.10%, 1-year 15.14%, 3-year 16.42%, 5-year 8.64%, 10-year 10.57%.

RGNEX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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