RGWEX Mutual Fund

RGWEX Mutual Fund

NAV$30.86
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Returns Overview

1 Month
-3.08%
3 Months
-1.79%
6 Months
+1.35%
YTD
+5.84%
1 Year
+7.12%
3 Years (annualized)
+21.49%
5 Years (annualized)
+7.38%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWEX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+5.14%
vs Peers
+0.70%

RGWEX Mutual Fund Performance

RGWEX performance across multiple time periods: 1-month -3.08%, YTD 5.84%, 1-year 7.12%, 3-year 21.49%, 5-year 7.38%, 10-year 12.55%.

RGWEX returns outperform the peer average of 5.14% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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