RACTX Mutual Fund

RACTX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
-2.85%
3 Months
-2.39%
6 Months
+2.65%
YTD
+1.70%
1 Year
+3.88%
3 Years (annualized)
+10.34%
5 Years (annualized)
+4.60%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RACTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+7.09%
vs Peers
-5.38%

RACTX Mutual Fund Performance

RACTX performance across multiple time periods: 1-month -2.85%, YTD 1.70%, 1-year 3.88%, 3-year 10.34%, 5-year 4.60%, 10-year 6.14%.

RACTX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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