RGLCX Mutual Fund

NAV$28.82

Returns Overview

1 Month
+0.65%
3 Months
+17.97%
6 Months
+13.21%
YTD
+12.13%
1 Year
+24.43%
3 Years (annualized)
+19.45%
5 Years (annualized)
+8.44%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+12.13%
Peer Avg (YTD)
+8.97%
vs Peers
+3.16%

RGLCX Mutual Fund Performance

RGLCX performance across multiple time periods: 1-month 0.65%, YTD 12.13%, 1-year 24.43%, 3-year 19.45%, 5-year 8.44%, 10-year 12.42%.

RGLCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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