RGLBX Mutual Fund

RGLBX Mutual Fund

NAV$30.56
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Returns Overview

1 Month
-1.32%
3 Months
+4.61%
6 Months
+6.77%
YTD
+8.51%
1 Year
+18.03%
3 Years (annualized)
+14.50%
5 Years (annualized)
+8.08%
10 Years (annualized)
+12.51%

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)
+8.51%
Peer Avg (YTD)
+6.23%
vs Peers
+2.27%

RGLBX Mutual Fund Performance

RGLBX performance across multiple time periods: 1-month -1.32%, YTD 8.51%, 1-year 18.03%, 3-year 14.50%, 5-year 8.08%, 10-year 12.51%.

RGLBX returns outperform the peer average of 6.23% 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.