RERGX Mutual Fund

NAV$62.68

Returns Overview

1 Month
-1.65%
3 Months
-1.76%
6 Months
-1.94%
YTD
+2.02%
1 Year
+23.72%
3 Years (annualized)
+14.52%
5 Years (annualized)
+4.70%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+8.97%
vs Peers
-6.95%

RERGX Mutual Fund Performance

RERGX performance across multiple time periods: 1-month -1.65%, YTD 2.02%, 1-year 23.72%, 3-year 14.52%, 5-year 4.70%, 10-year 9.49%.

RERGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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