RAFAX Mutual Fund

RAFAX Mutual Fund

NAV$34.27
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Returns Overview

1 Month
-3.00%
3 Months
-2.53%
6 Months
-0.51%
YTD
+1.49%
1 Year
+1.57%
3 Years (annualized)
+17.62%
5 Years (annualized)
+4.89%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFAX 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)
+1.49%
Peer Avg (YTD)
+5.23%
vs Peers
-3.74%

RAFAX Mutual Fund Performance

RAFAX performance across multiple time periods: 1-month -3.00%, YTD 1.49%, 1-year 1.57%, 3-year 17.62%, 5-year 4.89%, 10-year 12.66%.

RAFAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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