RGLAX Mutual Fund

NAV$31.81

Returns Overview

1 Month
+1.68%
3 Months
+15.47%
6 Months
+11.12%
YTD
+10.07%
1 Year
+19.80%
3 Years (annualized)
+15.81%
5 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+8.97%
vs Peers
+1.10%

RGLAX Mutual Fund Performance

RGLAX performance across multiple time periods: 1-month 1.68%, YTD 10.07%, 1-year 19.80%, 3-year 15.81%, 5-year 8.71%.

RGLAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

RGLAX performance comparison shows side-by-side returns with another fund. RGLAX alternatives are available in the Mutual Fund Screener.