REGGX Mutual Fund

NAV$8.07

Returns Overview

1 Month
+0.77%
3 Months
+4.17%
6 Months
+2.82%
YTD
+2.82%
1 Year
+9.09%
3 Years (annualized)
+8.49%
5 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REGGX 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)
+2.82%
Peer Avg (YTD)
+1.42%
vs Peers
+1.40%

REGGX Mutual Fund Performance

REGGX performance across multiple time periods: 1-month 0.77%, YTD 2.82%, 1-year 9.09%, 3-year 8.49%, 5-year 3.37%.

REGGX returns outperform the peer average of 1.42% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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