RALVX Mutual Fund

RALVX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
-2.09%
3 Months
-0.27%
6 Months
+10.35%
YTD
+8.25%
1 Year
+11.61%
3 Years (annualized)
+15.57%
5 Years (annualized)
+7.83%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALVX 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)
+8.25%
Peer Avg (YTD)
+6.10%
vs Peers
+2.15%

RALVX Mutual Fund Performance

RALVX performance across multiple time periods: 1-month -2.09%, YTD 8.25%, 1-year 11.61%, 3-year 15.57%, 5-year 7.83%, 10-year 8.22%.

RALVX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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