RGWEX Mutual Fund

RGWEX Mutual Fund

NAV$32.26
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Returns Overview

1 Month
-2.85%
3 Months
+3.19%
6 Months
+6.31%
YTD
+7.77%
1 Year
+17.05%
3 Years (annualized)
+17.98%
5 Years (annualized)
+8.99%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWEX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+6.23%
vs Peers
+1.53%

RGWEX Mutual Fund Performance

RGWEX performance across multiple time periods: 1-month -2.85%, YTD 7.77%, 1-year 17.05%, 3-year 17.98%, 5-year 8.99%, 10-year 12.70%.

RGWEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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