RAATX Mutual Fund

NAV$12.82

Returns Overview

1 Month
-0.08%
3 Months
+3.68%
6 Months
+3.59%
YTD
+3.26%
1 Year
+8.40%
3 Years (annualized)
+8.73%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAATX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+7.64%
vs Peers
-4.38%

RAATX Mutual Fund Performance

RAATX performance across multiple time periods: 1-month -0.08%, YTD 3.26%, 1-year 8.40%, 3-year 8.73%, 5-year 4.14%, 10-year 5.23%.

RAATX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

RAATX performance comparison shows side-by-side returns with another fund. RAATX alternatives are available in the Mutual Fund Screener.