RGECX Mutual Fund

RGECX Mutual Fund

NAV$12.02
See how much of RGECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.17%
3 Months
+1.71%
6 Months
+13.92%
YTD
+9.60%
1 Year
+13.93%
3 Years (annualized)
+17.59%
5 Years (annualized)
+9.66%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGECX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+9.29%
vs Peers
+0.31%

RGECX Mutual Fund Performance

RGECX performance across multiple time periods: 1-month -1.17%, YTD 9.60%, 1-year 13.93%, 3-year 17.59%, 5-year 9.66%, 10-year 11.44%.

RGECX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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