RAGIX Mutual Fund

NAV$16.18

Returns Overview

1 Month
+0.30%
3 Months
+7.80%
6 Months
+8.24%
YTD
+7.80%
1 Year
+17.38%
3 Years (annualized)
+12.56%
5 Years (annualized)
+6.63%

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
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
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+6.73%
vs Peers
+1.08%

RAGIX Mutual Fund Performance

RAGIX performance across multiple time periods: 1-month 0.30%, YTD 7.80%, 1-year 17.38%, 3-year 12.56%, 5-year 6.63%.

RAGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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