RAIWX Mutual Fund

RAIWX Mutual Fund

NAV$30.57
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Returns Overview

1 Month
-3.12%
3 Months
-0.81%
6 Months
+6.77%
YTD
+6.92%
1 Year
+7.43%
3 Years (annualized)
+14.93%
5 Years (annualized)
+1.71%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAIWX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+7.86%
vs Peers
-0.94%

RAIWX Mutual Fund Performance

RAIWX performance across multiple time periods: 1-month -3.12%, YTD 6.92%, 1-year 7.43%, 3-year 14.93%, 5-year 1.71%, 10-year 9.00%.

RAIWX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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