RLGYX

Mutual fund

$12.37 +$0.03 (+0.24%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $10.47High $12.69

Has RLGYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RLGYX returned +15.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RLGYX
+15.8%
S&P 500
+16.6%
Largest decline 
RLGYX
9.5%
S&P 500
8.9%
Risk-adjusted return 
RLGYX
0.93
S&P 500
0.97
Downside risk-adjusted return 
RLGYX
1.38
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRLGYXS&P 500
1 month -0.2% +0.6%
3 months +2.0% +3.4%
Year to date +11.4% +13.3%
1 year +15.8% +16.6%
3 years (annualized) +20.2% +23.1%

Volatility (1-year, annualized): 12.5% · Largest decline (max drawdown, since Oct 2021): 25.7%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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