RGNEX Mutual Fund

RGNEX Mutual Fund

NAV$22.81
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Returns Overview

1 Month
-2.09%
3 Months
-1.71%
6 Months
+10.08%
YTD
+6.82%
1 Year
+10.32%
3 Years (annualized)
+16.42%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGNEX 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 ex US Index
This Mutual Fund (YTD)
+6.82%
Peer Avg (YTD)
+6.10%
vs Peers
+0.72%

RGNEX Mutual Fund Performance

RGNEX performance across multiple time periods: 1-month -2.09%, YTD 6.82%, 1-year 10.32%, 3-year 16.42%, 5-year 8.64%, 10-year 10.57%.

RGNEX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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