RGLJX Mutual Fund

NAV$31.21

Returns Overview

1 Month
+1.74%
3 Months
+15.67%
6 Months
+11.54%
YTD
+10.45%
1 Year
+20.71%
3 Years (annualized)
+16.75%
5 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+8.97%
vs Peers
+1.48%

RGLJX Mutual Fund Performance

RGLJX performance across multiple time periods: 1-month 1.74%, YTD 10.45%, 1-year 20.71%, 3-year 16.75%, 5-year 9.47%.

RGLJX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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