RGLEX Mutual Fund

RGLEX Mutual Fund

NAV$30.96
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Returns Overview

1 Month
-1.15%
3 Months
-1.62%
6 Months
+13.72%
YTD
+8.58%
1 Year
+12.90%
3 Years (annualized)
+16.55%
5 Years (annualized)
+8.77%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGLEX 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)
+8.58%
Peer Avg (YTD)
+8.68%
vs Peers
-0.10%

RGLEX Mutual Fund Performance

RGLEX performance across multiple time periods: 1-month -1.15%, YTD 8.58%, 1-year 12.90%, 3-year 16.55%, 5-year 8.77%, 10-year 11.47%.

RGLEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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