RLGYX Mutual Fund

RLGYX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
-1.38%
3 Months
-1.14%
6 Months
+3.66%
YTD
+9.05%
1 Year
+12.16%
3 Years (annualized)
+20.62%
5 Years (annualized)
+10.18%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLGYX 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
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+8.05%
vs Peers
+1.00%

RLGYX Mutual Fund Performance

RLGYX performance across multiple time periods: 1-month -1.38%, YTD 9.05%, 1-year 12.16%, 3-year 20.62%, 5-year 10.18%, 10-year 12.53%.

RLGYX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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