RAETX Mutual Fund

RAETX Mutual Fund

NAV$19.48
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Returns Overview

1 Month
-0.52%
3 Months
+1.69%
6 Months
+3.22%
YTD
+4.56%
1 Year
+11.01%
3 Years (annualized)
+10.72%
5 Years (annualized)
+5.31%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAETX 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
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📉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)
+4.56%
Peer Avg (YTD)
+6.99%
vs Peers
-2.43%

RAETX Mutual Fund Performance

RAETX performance across multiple time periods: 1-month -0.52%, YTD 4.56%, 1-year 11.01%, 3-year 10.72%, 5-year 5.31%, 10-year 7.77%.

RAETX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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