RAJTX Mutual Fund

RAJTX Mutual Fund

NAV$12.97
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Returns Overview

1 Month
-2.80%
3 Months
-2.21%
6 Months
+2.07%
YTD
+1.42%
1 Year
+3.47%
3 Years (annualized)
+9.67%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAJTX 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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+7.09%
vs Peers
-5.67%

RAJTX Mutual Fund Performance

RAJTX performance across multiple time periods: 1-month -2.80%, YTD 1.42%, 1-year 3.47%, 3-year 9.67%, 5-year 4.26%, 10-year 5.62%.

RAJTX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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