RLGAX Mutual Fund

NAV$16.26

Returns Overview

1 Month
+0.30%
3 Months
+7.85%
6 Months
+8.30%
YTD
+7.86%
1 Year
+17.43%
3 Years (annualized)
+13.01%
5 Years (annualized)
+6.88%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLGAX 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
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+6.73%
vs Peers
+1.14%

RLGAX Mutual Fund Performance

RLGAX performance across multiple time periods: 1-month 0.30%, YTD 7.86%, 1-year 17.43%, 3-year 13.01%, 5-year 6.88%, 10-year 7.67%.

RLGAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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