RAEFX Mutual Fund

RAEFX Mutual Fund

NAV$46.13
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Returns Overview

1 Month
-0.77%
3 Months
+2.31%
6 Months
+4.62%
YTD
+4.71%
1 Year
+11.69%
3 Years (annualized)
+15.77%
5 Years (annualized)
+7.97%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAEFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+6.23%
vs Peers
-1.52%

RAEFX Mutual Fund Performance

RAEFX performance across multiple time periods: 1-month -0.77%, YTD 4.71%, 1-year 11.69%, 3-year 15.77%, 5-year 7.97%, 10-year 12.45%.

RAEFX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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