RAIWX Mutual Fund

NAV$31.52

Returns Overview

1 Month
-3.16%
3 Months
+7.65%
6 Months
+8.75%
YTD
+7.80%
1 Year
+11.96%
3 Years (annualized)
+13.53%
5 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAIWX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+9.16%
vs Peers
-1.36%

RAIWX Mutual Fund Performance

RAIWX performance across multiple time periods: 1-month -3.16%, YTD 7.80%, 1-year 11.96%, 3-year 13.53%, 5-year 2.46%.

RAIWX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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