REGAX Mutual Fund

NAV$8.11

Returns Overview

1 Month
+0.69%
3 Months
+3.92%
6 Months
+2.34%
YTD
+2.34%
1 Year
+8.04%
3 Years (annualized)
+7.45%
5 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+1.42%
vs Peers
+0.91%

REGAX Mutual Fund Performance

REGAX performance across multiple time periods: 1-month 0.69%, YTD 2.34%, 1-year 8.04%, 3-year 7.45%, 5-year 2.50%.

REGAX returns outperform the peer average of 1.42% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

REGAX performance comparison shows side-by-side returns with another fund. REGAX alternatives are available in the Mutual Fund Screener.