RLGYX Mutual Fund

NAV$12.65

Returns Overview

1 Month
-0.58%
3 Months
+12.35%
6 Months
+9.01%
YTD
+8.42%
1 Year
+21.27%
3 Years (annualized)
+18.08%
5 Years (annualized)
+10.96%
10 Years (annualized)
+13.05%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+9.13%
vs Peers
-0.71%

RLGYX Mutual Fund Performance

RLGYX performance across multiple time periods: 1-month -0.58%, YTD 8.42%, 1-year 21.27%, 3-year 18.08%, 5-year 10.96%, 10-year 13.05%.

RLGYX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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