RLGAX Mutual Fund

RLGAX Mutual Fund

NAV$15.96
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Returns Overview

1 Month
-2.21%
3 Months
-0.44%
6 Months
+7.38%
YTD
+7.39%
1 Year
+10.46%
3 Years (annualized)
+13.74%
5 Years (annualized)
+6.62%
10 Years (annualized)
+7.56%

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
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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
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+7.39%
Peer Avg (YTD)
+6.10%
vs Peers
+1.29%

RLGAX Mutual Fund Performance

RLGAX performance across multiple time periods: 1-month -2.21%, YTD 7.39%, 1-year 10.46%, 3-year 13.74%, 5-year 6.62%, 10-year 7.56%.

RLGAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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