RECAX Mutual Fund

RECAX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
+1.97%
3 Months
-1.60%
6 Months
+30.25%
YTD
+33.24%
1 Year
+50.47%
3 Years (annualized)
+26.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RECAX 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 Markets ex - China Net Index
This Mutual Fund (YTD)
+33.24%
Peer Avg (YTD)
+9.29%
vs Peers
+23.95%

RECAX Mutual Fund Performance

RECAX performance across multiple time periods: 1-month 1.97%, YTD 33.24%, 1-year 50.47%, 3-year 26.80%.

RECAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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