RAIWX Mutual Fund

RAIWX Mutual Fund

NAV$31.51
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Returns Overview

1 Month
-1.50%
3 Months
-3.45%
6 Months
+1.65%
YTD
+6.18%
1 Year
+11.38%
3 Years (annualized)
+12.10%
5 Years (annualized)
+1.27%
10 Years (annualized)
+9.00%

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
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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)
+6.18%
Peer Avg (YTD)
+8.67%
vs Peers
-2.49%

RAIWX Mutual Fund Performance

RAIWX performance across multiple time periods: 1-month -1.50%, YTD 6.18%, 1-year 11.38%, 3-year 12.10%, 5-year 1.27%, 10-year 9.00%.

RAIWX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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