RAFEX Mutual Fund

RAFEX Mutual Fund

NAV$44.36
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Returns Overview

1 Month
-0.81%
3 Months
+2.25%
6 Months
+4.50%
YTD
+4.57%
1 Year
+11.47%
3 Years (annualized)
+16.59%
5 Years (annualized)
+8.35%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFEX 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)
+4.57%
Peer Avg (YTD)
+6.23%
vs Peers
-1.67%

RAFEX Mutual Fund Performance

RAFEX performance across multiple time periods: 1-month -0.81%, YTD 4.57%, 1-year 11.47%, 3-year 16.59%, 5-year 8.35%, 10-year 12.54%.

RAFEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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