RGLJX Mutual Fund

RGLJX Mutual Fund

NAV$31.07
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Returns Overview

1 Month
-1.14%
3 Months
-1.55%
6 Months
+13.87%
YTD
+8.74%
1 Year
+13.15%
3 Years (annualized)
+16.82%
5 Years (annualized)
+8.98%
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)
+8.74%
Peer Avg (YTD)
+8.68%
vs Peers
+0.06%

RGLJX Mutual Fund Performance

RGLJX performance across multiple time periods: 1-month -1.14%, YTD 8.74%, 1-year 13.15%, 3-year 16.82%, 5-year 8.98%, 10-year 11.69%.

RGLJX returns outperform the peer average of 8.68% 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.