RGLFX Mutual Fund

NAV$32.02

Returns Overview

1 Month
+1.74%
3 Months
+15.67%
6 Months
+11.60%
YTD
+10.51%
1 Year
+20.85%
3 Years (annualized)
+16.84%
5 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+8.97%
vs Peers
+1.53%

RGLFX Mutual Fund Performance

RGLFX performance across multiple time periods: 1-month 1.74%, YTD 10.51%, 1-year 20.85%, 3-year 16.84%, 5-year 9.59%.

RGLFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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