RALOX Mutual Fund

RALOX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-3.51%
3 Months
+0.21%
6 Months
+1.32%
YTD
+9.94%
1 Year
+13.68%
3 Years (annualized)
+13.36%
5 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALOX 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)
+9.94%
Peer Avg (YTD)
+5.22%
vs Peers
+4.71%

RALOX Mutual Fund Performance

RALOX performance across multiple time periods: 1-month -3.51%, YTD 9.94%, 1-year 13.68%, 3-year 13.36%, 5-year 6.92%.

RALOX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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