RAFTX Mutual Fund

RAFTX Mutual Fund

NAV$21.29
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Returns Overview

1 Month
-2.31%
3 Months
-2.04%
6 Months
+6.89%
YTD
+4.09%
1 Year
+6.96%
3 Years (annualized)
+13.65%
5 Years (annualized)
+6.26%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFTX 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
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📉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)
+4.09%
Peer Avg (YTD)
+7.09%
vs Peers
-2.99%

RAFTX Mutual Fund Performance

RAFTX performance across multiple time periods: 1-month -2.31%, YTD 4.09%, 1-year 6.96%, 3-year 13.65%, 5-year 6.26%, 10-year 9.30%.

RAFTX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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