RGLBX Mutual Fund

RGLBX Mutual Fund

NAV$29.85
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Returns Overview

1 Month
-3.02%
3 Months
-3.46%
6 Months
+0.99%
YTD
+4.75%
1 Year
+7.15%
3 Years (annualized)
+16.71%
5 Years (annualized)
+6.95%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLBX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+5.23%
vs Peers
-0.48%

RGLBX Mutual Fund Performance

RGLBX performance across multiple time periods: 1-month -3.02%, YTD 4.75%, 1-year 7.15%, 3-year 16.71%, 5-year 6.95%, 10-year 12.11%.

RGLBX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

RGLBX vs another fund shows side-by-side returns. RGLBX alternatives are available in the Mutual Fund Screener.