RGLHX Mutual Fund

RGLHX Mutual Fund

NAV$30.63
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Returns Overview

1 Month
-1.30%
3 Months
+4.71%
6 Months
+7.01%
YTD
+9.76%
1 Year
+18.48%
3 Years (annualized)
+14.91%
5 Years (annualized)
+8.46%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLHX 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)
+9.76%
Peer Avg (YTD)
+6.23%
vs Peers
+3.53%

RGLHX Mutual Fund Performance

RGLHX performance across multiple time periods: 1-month -1.30%, YTD 9.76%, 1-year 18.48%, 3-year 14.91%, 5-year 8.46%, 10-year 11.13%.

RGLHX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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