RAAEX Mutual Fund

RAAEX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.64%
3 Months
-0.08%
6 Months
-0.07%
YTD
+0.46%
1 Year
+0.93%
3 Years (annualized)
+3.64%
5 Years (annualized)
+1.49%
10 Years (annualized)
+1.22%

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
PROUpgrade to run
🏦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)
+0.46%
Peer Avg (YTD)
+1.93%
vs Peers
-1.46%

RAAEX Mutual Fund Performance

RAAEX performance across multiple time periods: 1-month 0.64%, YTD 0.46%, 1-year 0.93%, 3-year 3.64%, 5-year 1.49%, 10-year 1.22%.

RAAEX returns trail the peer average of 1.93% 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.