REAYX Mutual Fund

REAYX Mutual Fund

NAV$26.66
See how much of REAYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.80%
3 Months
+2.44%
6 Months
+12.87%
YTD
+14.69%
1 Year
+18.96%
3 Years (annualized)
+17.89%
5 Years (annualized)
+10.72%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REAYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.69%
Peer Avg (YTD)
+10.00%
vs Peers
+4.69%

REAYX Mutual Fund Performance

REAYX performance across multiple time periods: 1-month -3.80%, YTD 14.69%, 1-year 18.96%, 3-year 17.89%, 5-year 10.72%, 10-year 9.47%.

REAYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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