RAEFX Mutual Fund

RAEFX Mutual Fund

NAV$46.22
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Returns Overview

1 Month
-1.43%
3 Months
-0.13%
6 Months
+15.39%
YTD
+5.38%
1 Year
+8.67%
3 Years (annualized)
+18.30%
5 Years (annualized)
+8.32%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAEFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+8.68%
vs Peers
-3.30%

RAEFX Mutual Fund Performance

RAEFX performance across multiple time periods: 1-month -1.43%, YTD 5.38%, 1-year 8.67%, 3-year 18.30%, 5-year 8.32%, 10-year 12.90%.

RAEFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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