Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLGYX (GLOBAL EQUITY FUND CLASS Y) | 9.64% | 25.34% | 19.50% | 9.59% | 9.26% | 8.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLGYX (GLOBAL EQUITY FUND CLASS Y) | 10/02/2008 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 25.34 | 19.50 | 9.59 | 9.26 | 8.44 | NA | … | … | 9.64 | 21.45 | 15.81 | 22.73 | -16.53 | 15.88 | -11.93 | 26.44 | -9.09 | 23.50 | 7.54 | -0.12 | 4.94 | 28.14 | 15.79 | -9.01 | 15.73 | 37.00 | -20.55 |
| Sharpe Ratio | NA | 2.02 | 1.20 | 0.45 | 0.40 | NA | NA | … | … | 1.62 | 1.10 | 1.04 | 1.56 | -0.81 | 1.10 | -0.30 | 2.38 | -0.78 | 1.19 | 0.49 | -0.01 | 0.45 | 2.44 | 1.04 | -0.35 | 0.81 | 1.36 | -0.86 |
| Standard Deviation(%) | NA | 11.92 | 13.90 | 15.98 | 19.45 | NA | NA | … | … | 14.00 | 16.99 | 11.73 | 12.32 | 22.13 | 14.46 | 40.61 | 10.48 | 13.45 | 19.29 | 15.02 | 14.96 | 10.91 | 11.51 | 15.27 | 25.49 | 19.40 | 27.16 | 70.61 |
| Draw Down(%) | NA | 9.51 | 16.67 | 29.13 | 33.23 | NA | NA | … | … | 9.51 | 16.67 | 7.47 | 9.79 | 25.74 | 9.13 | 33.23 | 6.17 | 18.78 | 12.06 | 13.56 | 14.22 | 9.48 | 7.08 | 15.76 | 24.25 | 15.51 | 26.09 | 35.03 |
| Yield(%) | 0.00 | 9.14 | 7.31 | 4.54 | 7.16 | 7.06 | 6.86 | … | … | 0.00 | 9.72 | 8.30 | 1.71 | 1.71 | 1.60 | 1.16 | 15.82 | 12.60 | 14.61 | 8.76 | 10.39 | 6.91 | 3.10 | 1.38 | 0.99 | 1.35 | 1.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLGYX (GLOBAL EQUITY FUND CLASS Y) |
-5.77%
Sep 2019 – Sep 2022 |
-1.47%
Sep 2017 – Sep 2022 |
4.49%
Oct 2013 – Oct 2023 |
7.28%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLGYX (GLOBAL EQUITY FUND CLASS Y) |
24.66%
Feb 2009 – Feb 2012 |
20.92%
Feb 2009 – Feb 2014 |
13.61%
Feb 2009 – Feb 2019 |
10.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart