REAGX

Mutual fund

$14.06 +$0.04 (+0.29%) NAV as of Oct 19, 2026

Prices on SharpeShare since Dec 27, 2024

52-week range

Low $12.14High $14.63

Has REAGX beaten the S&P 500?

Over the last year (to Oct 19, 2026), REAGX returned +12.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
REAGX
+12.0%
S&P 500
+16.6%
Largest decline 
REAGX
9.7%
S&P 500
8.9%
Risk-adjusted return 
REAGX
0.63
S&P 500
0.97
Downside risk-adjusted return 
REAGX
0.92
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodREAGXS&P 500
1 month -0.9% +0.6%
3 months +0.5% +3.4%
Year to date +8.9% +13.3%
1 year +12.0% +16.6%

Volatility (1-year, annualized): 13.3% · Largest decline (max drawdown, since Dec 2024): 15.5%

How are your investments doing?

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