RAGIX Mutual Fund

RAGIX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
+0.19%
3 Months
+2.42%
6 Months
+5.81%
YTD
+8.01%
1 Year
+16.39%
3 Years (annualized)
+11.86%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAGIX 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
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+6.57%
vs Peers
+1.44%

RAGIX Mutual Fund Performance

RAGIX performance across multiple time periods: 1-month 0.19%, YTD 8.01%, 1-year 16.39%, 3-year 11.86%, 5-year 6.34%, 10-year 7.37%.

RAGIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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