RGLIX Mutual Fund

NAV$11.71

Returns Overview

1 Month
+3.99%
3 Months
+11.37%
6 Months
+8.63%
YTD
+8.63%
1 Year
+13.98%
3 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.63%
Peer Avg (YTD)
+7.40%
vs Peers
+1.22%

RGLIX Mutual Fund Performance

RGLIX performance across multiple time periods: 1-month 3.99%, YTD 8.63%, 1-year 13.98%, 3-year 14.21%.

RGLIX returns outperform the peer average of 7.40% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

RGLIX performance comparison shows side-by-side returns with another fund. RGLIX alternatives are available in the Mutual Fund Screener.