RGLGX Mutual Fund

NAV$31.29

Returns Overview

1 Month
-0.22%
3 Months
+5.04%
6 Months
+6.76%
YTD
+9.21%
1 Year
+20.93%
3 Years (annualized)
+16.91%
5 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLGX 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)
+9.21%
Peer Avg (YTD)
+8.97%
vs Peers
+0.24%

RGLGX Mutual Fund Performance

RGLGX performance across multiple time periods: 1-month -0.22%, YTD 9.21%, 1-year 20.93%, 3-year 16.91%, 5-year 9.64%.

RGLGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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