RGEAX Mutual Fund

RGEAX Mutual Fund

NAV$12.35
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Returns Overview

1 Month
-1.05%
3 Months
+1.92%
6 Months
+14.45%
YTD
+10.31%
1 Year
+14.77%
3 Years (annualized)
+18.47%
5 Years (annualized)
+10.48%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGEAX 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
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+9.29%
vs Peers
+1.02%

RGEAX Mutual Fund Performance

RGEAX performance across multiple time periods: 1-month -1.05%, YTD 10.31%, 1-year 14.77%, 3-year 18.47%, 5-year 10.48%, 10-year 12.28%.

RGEAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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