RAETX Mutual Fund

RAETX Mutual Fund

NAV$19.10
See how much of RAETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.57%
3 Months
-2.22%
6 Months
+4.88%
YTD
+2.77%
1 Year
+5.31%
3 Years (annualized)
+11.97%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAETX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.77%
Peer Avg (YTD)
+7.09%
vs Peers
-4.32%

RAETX Mutual Fund Performance

RAETX performance across multiple time periods: 1-month -2.57%, YTD 2.77%, 1-year 5.31%, 3-year 11.97%, 5-year 5.35%, 10-year 7.96%.

RAETX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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