RGEAX

Mutual fund

$12.22 +$0.03 (+0.25%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $10.37High $12.54

Has RGEAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RGEAX returned +15.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RGEAX
+15.3%
S&P 500
+16.6%
Largest decline 
RGEAX
9.5%
S&P 500
8.9%
Risk-adjusted return 
RGEAX
0.89
S&P 500
0.97
Downside risk-adjusted return 
RGEAX
1.32
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

PeriodRGEAXS&P 500
1 month -0.2% +0.6%
3 months +1.9% +3.4%
Year to date +11.1% +13.3%
1 year +15.3% +16.6%
3 years (annualized) +19.7% +23.1%

Volatility (1-year, annualized): 12.5% · Largest decline (max drawdown, since Oct 2021): 25.9%

How are your investments doing?

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