RGLCX Mutual Fund

RGLCX Mutual Fund

NAV$27.77
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Returns Overview

1 Month
-4.24%
3 Months
-2.94%
6 Months
+0.36%
YTD
+5.55%
1 Year
+7.68%
3 Years (annualized)
+20.12%
5 Years (annualized)
+6.21%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLCX 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
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+5.23%
vs Peers
+0.32%

RGLCX Mutual Fund Performance

RGLCX performance across multiple time periods: 1-month -4.24%, YTD 5.55%, 1-year 7.68%, 3-year 20.12%, 5-year 6.21%, 10-year 11.31%.

RGLCX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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