RGRLX Mutual Fund

RGRLX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
+4.08%
3 Months
+11.47%
6 Months
+8.72%
YTD
+8.72%
1 Year
+14.13%
3 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGRLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+7.40%
vs Peers
+1.32%

RGRLX Mutual Fund Performance

RGRLX performance across multiple time periods: 1-month 4.08%, YTD 8.72%, 1-year 14.13%, 3-year 14.99%.

RGRLX returns outperform the peer average of 7.40% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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