RERGX Mutual Fund

RERGX Mutual Fund

NAV$62.02
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Returns Overview

1 Month
-2.73%
3 Months
-0.39%
6 Months
+14.08%
YTD
+9.29%
1 Year
+15.96%
3 Years (annualized)
+15.93%
5 Years (annualized)
+4.82%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERGX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+8.68%
vs Peers
+0.61%

RERGX Mutual Fund Performance

RERGX performance across multiple time periods: 1-month -2.73%, YTD 9.29%, 1-year 15.96%, 3-year 15.93%, 5-year 4.82%, 10-year 9.02%.

RERGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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