RAIRX Mutual Fund

RAIRX Mutual Fund

NAV$30.10
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Returns Overview

1 Month
-2.79%
3 Months
-2.24%
6 Months
-5.84%
YTD
+3.27%
1 Year
+5.34%
3 Years (annualized)
+15.53%
5 Years (annualized)
-0.28%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAIRX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+7.47%
vs Peers
-4.20%

RAIRX Mutual Fund Performance

RAIRX performance across multiple time periods: 1-month -2.79%, YTD 3.27%, 1-year 5.34%, 3-year 15.53%, 5-year -0.28%, 10-year 8.30%.

RAIRX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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