RGLHX

Mutual fund

$30.59 +$0.06 (+0.20%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $26.53High $32.11

Has RGLHX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RGLHX returned +10.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RGLHX
+10.4%
S&P 500
+16.6%
Largest decline 
RGLHX
10.6%
S&P 500
8.9%
Risk-adjusted return 
RGLHX
0.49
S&P 500
0.97
Downside risk-adjusted return 
RGLHX
0.73
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRGLHXS&P 500
1 month -1.1% +0.6%
3 months -0.3% +3.4%
Year to date +7.8% +13.3%
1 year +10.4% +16.6%
3 years (annualized) +17.3% +23.1%

Volatility (1-year, annualized): 14.4% · Largest decline (max drawdown, since Oct 2021): 25.9%

How are your investments doing?

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