RAAEX Mutual Fund

RAAEX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
+0.17%
3 Months
+0.10%
6 Months
-0.21%
YTD
+0.41%
1 Year
+1.56%
3 Years (annualized)
+3.77%
5 Years (annualized)
+1.42%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAAEX 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 Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+2.15%
vs Peers
-1.74%

RAAEX Mutual Fund Performance

RAAEX performance across multiple time periods: 1-month 0.17%, YTD 0.41%, 1-year 1.56%, 3-year 3.77%, 5-year 1.42%, 10-year 1.26%.

RAAEX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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