RLLGX Mutual Fund

RLLGX Mutual Fund

NAV$88.74
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Returns Overview

1 Month
+4.02%
3 Months
+18.71%
6 Months
+17.58%
YTD
+16.54%
1 Year
+24.94%
3 Years (annualized)
+13.72%
5 Years (annualized)
+2.87%
10 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLLGX 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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+16.54%
Peer Avg (YTD)
+9.16%
vs Peers
+7.38%

RLLGX Mutual Fund Performance

RLLGX performance across multiple time periods: 1-month 4.02%, YTD 16.54%, 1-year 24.94%, 3-year 13.72%, 5-year 2.87%, 10-year 11.05%.

RLLGX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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