RANAX Mutual Fund

RANAX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-3.15%
3 Months
-4.12%
6 Months
-4.54%
YTD
-5.48%
1 Year
-4.83%
3 Years (annualized)
+1.98%
5 Years (annualized)
-2.16%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RANAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-5.48%
Peer Avg (YTD)
+0.50%
vs Peers
-5.98%

RANAX Mutual Fund Performance

RANAX performance across multiple time periods: 1-month -3.15%, YTD -5.48%, 1-year -4.83%, 3-year 1.98%, 5-year -2.16%, 10-year 0.90%.

RANAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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