RGLBX Mutual Fund

NAV$30.61

Returns Overview

1 Month
-0.33%
3 Months
+4.72%
6 Months
+6.14%
YTD
+8.51%
1 Year
+19.56%
3 Years (annualized)
+15.65%
5 Years (annualized)
+8.49%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+8.97%
vs Peers
-0.46%

RGLBX Mutual Fund Performance

RGLBX performance across multiple time periods: 1-month -0.33%, YTD 8.51%, 1-year 19.56%, 3-year 15.65%, 5-year 8.49%, 10-year 12.65%.

RGLBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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