RALRX Mutual Fund

RALRX Mutual Fund

NAV$14.63
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Returns Overview

1 Month
-2.01%
3 Months
-0.15%
6 Months
+10.62%
YTD
+8.67%
1 Year
+12.22%
3 Years (annualized)
+16.13%
5 Years (annualized)
+8.36%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALRX 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)
+8.67%
Peer Avg (YTD)
+6.10%
vs Peers
+2.57%

RALRX Mutual Fund Performance

RALRX performance across multiple time periods: 1-month -2.01%, YTD 8.67%, 1-year 12.22%, 3-year 16.13%, 5-year 8.36%, 10-year 8.75%.

RALRX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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