RLGCX Mutual Fund

NAV$15.47

Returns Overview

1 Month
+0.25%
3 Months
+7.58%
6 Months
+7.83%
YTD
+7.46%
1 Year
+16.49%
3 Years (annualized)
+11.79%
5 Years (annualized)
+5.88%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLGCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+6.73%
vs Peers
+0.73%

RLGCX Mutual Fund Performance

RLGCX performance across multiple time periods: 1-month 0.25%, YTD 7.46%, 1-year 16.49%, 3-year 11.79%, 5-year 5.88%, 10-year 6.76%.

RLGCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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