RGLAX Mutual Fund

RGLAX Mutual Fund

NAV$30.89
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Returns Overview

1 Month
-1.21%
3 Months
-1.78%
6 Months
+13.42%
YTD
+8.11%
1 Year
+12.22%
3 Years (annualized)
+15.85%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLAX 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)
+8.11%
Peer Avg (YTD)
+8.68%
vs Peers
-0.57%

RGLAX Mutual Fund Performance

RGLAX performance across multiple time periods: 1-month -1.21%, YTD 8.11%, 1-year 12.22%, 3-year 15.85%, 5-year 8.19%, 10-year 10.87%.

RGLAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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