RALYX Mutual Fund

RALYX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-3.52%
3 Months
+0.38%
6 Months
+1.48%
YTD
+10.30%
1 Year
+14.05%
3 Years (annualized)
+13.75%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALYX 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)
+10.30%
Peer Avg (YTD)
+5.22%
vs Peers
+5.07%

RALYX Mutual Fund Performance

RALYX performance across multiple time periods: 1-month -3.52%, YTD 10.30%, 1-year 14.05%, 3-year 13.75%, 5-year 7.17%.

RALYX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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