RAAEX Mutual Fund

RAAEX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-0.03%
3 Months
+0.01%
6 Months
+0.07%
YTD
+0.24%
1 Year
+2.32%
3 Years (annualized)
+3.83%
5 Years (annualized)
+1.36%
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)
+0.24%
Peer Avg (YTD)
+0.12%
vs Peers
+0.12%

RAAEX Mutual Fund Performance

RAAEX performance across multiple time periods: 1-month -0.03%, YTD 0.24%, 1-year 2.32%, 3-year 3.83%, 5-year 1.36%, 10-year 1.22%.

RAAEX returns outperform the peer average of 0.12% 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.