RGLHX Mutual Fund

NAV$31.15

Returns Overview

1 Month
-0.29%
3 Months
+4.85%
6 Months
+6.35%
YTD
+8.73%
1 Year
+20.04%
3 Years (annualized)
+16.08%
5 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLHX 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)
+8.73%
Peer Avg (YTD)
+8.97%
vs Peers
-0.25%

RGLHX Mutual Fund Performance

RGLHX performance across multiple time periods: 1-month -0.29%, YTD 8.73%, 1-year 20.04%, 3-year 16.08%, 5-year 8.86%.

RGLHX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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