Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGDTX (Global Equity Fund Class T) | 6.98% | 22.47% | 18.41% | 10.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGDTX (Global Equity Fund Class T) | 03/22/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | 22.47 | 18.41 | 10.23 | NA | NA | NA | … | … | 6.98 | 21.35 | 15.71 | 22.49 | -16.54 | 22.82 | 13.31 | 26.40 | -9.00 | 16.70 |
| Sharpe Ratio | NA | 1.62 | 1.08 | 0.49 | NA | NA | NA | … | … | 1.02 | 1.09 | 1.03 | 1.56 | -0.82 | 1.80 | 0.42 | 2.40 | -0.77 | 3.15 |
| Standard Deviation(%) | NA | 12.22 | 13.97 | 15.70 | NA | NA | NA | … | … | 14.30 | 17.06 | 11.77 | 12.22 | 22.07 | 12.69 | 31.16 | 10.40 | 13.50 | 6.74 |
| Draw Down(%) | NA | 9.53 | 16.75 | 25.79 | NA | NA | NA | … | … | 9.53 | 16.75 | 7.52 | 9.85 | 25.79 | 5.18 | 33.30 | 6.19 | 18.71 | 2.19 |
| Yield(%) | 0.00 | 9.03 | 7.17 | 5.59 | 8.77 | 5.85 | 4.39 | … | … | 0.00 | 9.58 | 8.12 | 1.60 | 1.69 | 8.22 | 25.98 | 15.05 | 12.51 | 13.92 |
Data as of 06/05/2026, Common starting date is 03/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGDTX (Global Equity Fund Class T) |
3.32%
Apr 2017 – Apr 2020 |
4.82%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGDTX (Global Equity Fund Class T) |
22.81%
Sep 2022 – Sep 2025 |
16.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart