RAEXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.27%
3 Months
+0.83%
6 Months
+1.67%
YTD
+1.67%
1 Year
+3.63%
3 Years (annualized)
+4.39%
5 Years (annualized)
+3.34%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAEXX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
USTREAS TBill Auction Ave 3 Mon(^USTREASTBAAM)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+1.70%
vs Peers
-0.03%

RAEXX Mutual Fund Performance

RAEXX performance across multiple time periods: 1-month 0.27%, YTD 1.67%, 1-year 3.63%, 3-year 4.39%, 5-year 3.34%, 10-year 2.07%.

RAEXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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