Regan ETFs: record by period

Regan’s 1-Year Record

1Y

2 of 2 Made Money0 lostRegan typical +4.0% · All ETFs +7.8%

Made money · 2

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%2BestMBSF+4.0%

Lost money · 0

0–5%0

5–10%0

More than 10%0

Regan ETFs · past-year returns · 2 funds with a full year · as of Nov 5, 2026

Regan’s Returns by Bucket

1Y

BucketYTD1YMoney made

Bonds & cash2 funds · $283M+2.8%+3.9%$10.6M

Regan ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

Regan’s Best ETFs

YTD

+2.9%MBSF, Floating Rate MBS, led Regan

1MBSFFloating Rate MBS+2.9%

2MBSXFixed Rate MBS+1.1%

Regan ETFs · year-to-date returns · as of Nov 5, 2026

Regan’s Worst ETFs

YTD

No Regan fund is down this year.

Regan ETFs · year-to-date returns · as of Nov 5, 2026

Regan’s ETF Returns

YTD

2–0up · down this year
of 2 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+2.0%

BestMBSF +2.9%

WorstMBSX +1.1%

Regan ETFs · year-to-date returns · as of Nov 5, 2026

Top 2 Regan ETFs

1Y

MBSF+4.0%

MBSX+2.7%

Best first · dashed line = Regan typical +4.0%

Regan ETFs · past-year returns · as of Nov 5, 2026

Regan’s Money Made

1Y

$10.6Mmade by the 2 largest · 100% of $10.6M

Regan ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

Regan’s Best and Worst ETFs

1Y

Best 2 of 2

MBSFFloating Rate MBS+4.0%

MBSXFixed Rate MBS+2.7%

End-of-day Nov 5, 2026 · funds with a full year

Regan’s Record by Bucket

1Y

Bonds & cash2 of 2

Regan ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

1Y

$1.67Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$440B

3SPDR$237B

4Invesco$102B

5Schwab$93.3B

End-of-day Nov 5, 2026

Regan’s Losing ETFs

1Y

0funds lost money

Regan ETFs · past-year returns · as of Nov 5, 2026 · worst first

Regan’s Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Regan ETFs · launched in the past year · as of Nov 5, 2026

RRegan

Record

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