RALIX Mutual Fund

RALIX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-3.54%
3 Months
+0.28%
6 Months
+1.45%
YTD
+10.16%
1 Year
+13.89%
3 Years (annualized)
+13.67%
5 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALIX 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
Real Assets Linked Custom Index
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+5.22%
vs Peers
+4.93%

RALIX Mutual Fund Performance

RALIX performance across multiple time periods: 1-month -3.54%, YTD 10.16%, 1-year 13.89%, 3-year 13.67%, 5-year 7.19%.

RALIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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