RGLFX Mutual Fund

RGLFX Mutual Fund

NAV$30.77
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Returns Overview

1 Month
-1.23%
3 Months
+4.90%
6 Months
+7.35%
YTD
+10.22%
1 Year
+19.27%
3 Years (annualized)
+15.66%
5 Years (annualized)
+9.17%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLFX 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)
+10.22%
Peer Avg (YTD)
+6.23%
vs Peers
+3.99%

RGLFX Mutual Fund Performance

RGLFX performance across multiple time periods: 1-month -1.23%, YTD 10.22%, 1-year 19.27%, 3-year 15.66%, 5-year 9.17%, 10-year 11.75%.

RGLFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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