RGAEX Mutual Fund

NAV$86.46

Returns Overview

1 Month
-0.56%
3 Months
+19.02%
6 Months
+9.40%
YTD
+8.81%
1 Year
+18.83%
3 Years (annualized)
+20.61%
5 Years (annualized)
+9.96%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGAEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+8.97%
vs Peers
-0.16%

RGAEX Mutual Fund Performance

RGAEX performance across multiple time periods: 1-month -0.56%, YTD 8.81%, 1-year 18.83%, 3-year 20.61%, 5-year 9.96%, 10-year 15.33%.

RGAEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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