RGLJX Mutual Fund

RGLJX Mutual Fund

NAV$31.67
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Returns Overview

1 Month
-1.23%
3 Months
+4.87%
6 Months
+7.29%
YTD
+10.17%
1 Year
+19.13%
3 Years (annualized)
+15.56%
5 Years (annualized)
+9.05%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLJX 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)
+10.17%
Peer Avg (YTD)
+6.23%
vs Peers
+3.94%

RGLJX Mutual Fund Performance

RGLJX performance across multiple time periods: 1-month -1.23%, YTD 10.17%, 1-year 19.13%, 3-year 15.56%, 5-year 9.05%, 10-year 11.69%.

RGLJX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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