RAIRX Mutual Fund

RAIRX Mutual Fund

NAV$30.63
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Returns Overview

1 Month
-3.17%
3 Months
-1.01%
6 Months
+6.30%
YTD
+6.23%
1 Year
+6.45%
3 Years (annualized)
+13.90%
5 Years (annualized)
+0.80%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAIRX 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)
+6.23%
Peer Avg (YTD)
+7.86%
vs Peers
-1.63%

RAIRX Mutual Fund Performance

RAIRX performance across multiple time periods: 1-month -3.17%, YTD 6.23%, 1-year 6.45%, 3-year 13.90%, 5-year 0.80%, 10-year 8.30%.

RAIRX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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