RAGIX Mutual Fund

RAGIX Mutual Fund

NAV$15.94
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Returns Overview

1 Month
-2.22%
3 Months
-0.44%
6 Months
+7.32%
YTD
+7.33%
1 Year
+10.48%
3 Years (annualized)
+13.70%
5 Years (annualized)
+6.61%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAGIX 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
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+6.10%
vs Peers
+1.23%

RAGIX Mutual Fund Performance

RAGIX performance across multiple time periods: 1-month -2.22%, YTD 7.33%, 1-year 10.48%, 3-year 13.70%, 5-year 6.61%, 10-year 7.37%.

RAGIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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