RGERX Mutual Fund

RGERX Mutual Fund

NAV$23.63
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Returns Overview

1 Month
-0.75%
3 Months
-4.00%
6 Months
+17.53%
YTD
+12.73%
1 Year
+17.67%
3 Years (annualized)
+19.66%
5 Years (annualized)
+7.79%
10 Years (annualized)
+14.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGERX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+8.68%
vs Peers
+4.05%

RGERX Mutual Fund Performance

RGERX performance across multiple time periods: 1-month -0.75%, YTD 12.73%, 1-year 17.67%, 3-year 19.66%, 5-year 7.79%, 10-year 14.13%.

RGERX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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