REGTX Mutual Fund

REGTX Mutual Fund

NAV$25.23
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Returns Overview

1 Month
-2.00%
3 Months
-1.65%
6 Months
+10.32%
YTD
+6.83%
1 Year
+10.75%
3 Years (annualized)
+16.67%
5 Years (annualized)
+8.43%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGTX 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)
+6.83%
Peer Avg (YTD)
+7.09%
vs Peers
-0.25%

REGTX Mutual Fund Performance

REGTX performance across multiple time periods: 1-month -2.00%, YTD 6.83%, 1-year 10.75%, 3-year 16.67%, 5-year 8.43%, 10-year 11.39%.

REGTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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