READX Mutual Fund

READX Mutual Fund

NAV$18.69
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Returns Overview

1 Month
-0.57%
3 Months
-1.58%
6 Months
+20.40%
YTD
+22.51%
1 Year
+30.63%
3 Years (annualized)
+25.13%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would READX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.51%
Peer Avg (YTD)
+20.48%
vs Peers
+2.03%

READX Mutual Fund Performance

READX performance across multiple time periods: 1-month -0.57%, YTD 22.51%, 1-year 30.63%, 3-year 25.13%, 5-year 9.18%, 10-year 10.38%.

READX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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