REGWX Mutual Fund

REGWX Mutual Fund

NAV$49.60
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Returns Overview

1 Month
-3.83%
3 Months
-9.83%
6 Months
+19.40%
YTD
+14.03%
1 Year
+17.05%
3 Years (annualized)
+11.48%
5 Years (annualized)
-2.04%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGWX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.03%
Peer Avg (YTD)
+10.34%
vs Peers
+3.68%

REGWX Mutual Fund Performance

REGWX performance across multiple time periods: 1-month -3.83%, YTD 14.03%, 1-year 17.05%, 3-year 11.48%, 5-year -2.04%, 10-year 7.49%.

REGWX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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