REGWX

Mutual fund

$47.73 +$0.60 (+1.27%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $39.61High $54.82

Has REGWX beaten the S&P 500?

Over the last year (to Oct 19, 2026), REGWX returned +12.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
REGWX
+12.3%
S&P 500
+16.6%
Largest decline 
REGWX
15.3%
S&P 500
8.9%
Risk-adjusted return 
REGWX
0.46
S&P 500
0.97
Downside risk-adjusted return 
REGWX
0.67
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

PeriodREGWXS&P 500
1 month -4.8% +0.6%
3 months -8.5% +3.4%
Year to date +10.6% +13.3%
1 year +12.3% +16.6%
3 years (annualized) +12.7% +23.1%

Volatility (1-year, annualized): 22.5% · Largest decline (max drawdown, since Oct 2021): 51.2%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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