RALAX Mutual Fund

RALAX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
-2.08%
3 Months
-0.23%
6 Months
+10.45%
YTD
+8.44%
1 Year
+11.85%
3 Years (annualized)
+15.80%
5 Years (annualized)
+8.04%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALAX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+6.10%
vs Peers
+2.34%

RALAX Mutual Fund Performance

RALAX performance across multiple time periods: 1-month -2.08%, YTD 8.44%, 1-year 11.85%, 3-year 15.80%, 5-year 8.04%, 10-year 8.37%.

RALAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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