RAIIX Mutual Fund

RAIIX Mutual Fund

NAV$30.44
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Returns Overview

1 Month
-3.19%
3 Months
-1.04%
6 Months
+6.23%
YTD
+6.09%
1 Year
+6.32%
3 Years (annualized)
+13.73%
5 Years (annualized)
+0.66%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAIIX 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 USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+7.86%
vs Peers
-1.78%

RAIIX Mutual Fund Performance

RAIIX performance across multiple time periods: 1-month -3.19%, YTD 6.09%, 1-year 6.32%, 3-year 13.73%, 5-year 0.66%, 10-year 8.96%.

RAIIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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