RACTX Mutual Fund

RACTX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
-0.20%
3 Months
+1.24%
6 Months
+2.59%
YTD
+3.98%
1 Year
+9.62%
3 Years (annualized)
+9.57%
5 Years (annualized)
+4.64%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RACTX 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 ACWI ex US Index
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+6.99%
vs Peers
-3.02%

RACTX Mutual Fund Performance

RACTX performance across multiple time periods: 1-month -0.20%, YTD 3.98%, 1-year 9.62%, 3-year 9.57%, 5-year 4.64%, 10-year 6.04%.

RACTX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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