RAEFX Mutual Fund

RAEFX Mutual Fund

NAV$44.04
See how much of RAEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.93%
3 Months
-2.31%
6 Months
-0.05%
YTD
+2.30%
1 Year
+2.53%
3 Years (annualized)
+20.01%
5 Years (annualized)
+6.56%
10 Years (annualized)
+12.62%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+5.23%
vs Peers
-2.94%

RAEFX Mutual Fund Performance

RAEFX performance across multiple time periods: 1-month -2.93%, YTD 2.30%, 1-year 2.53%, 3-year 20.01%, 5-year 6.56%, 10-year 12.62%.

RAEFX returns trail the peer average of 5.23% 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.