RAIWX Mutual Fund

RAIWX Mutual Fund

NAV$30.06
See how much of RAIWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.69%
3 Months
-2.02%
6 Months
-5.40%
YTD
+4.04%
1 Year
+6.30%
3 Years (annualized)
+16.58%
5 Years (annualized)
+0.62%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.04%
Peer Avg (YTD)
+7.47%
vs Peers
-3.44%

RAIWX Mutual Fund Performance

RAIWX performance across multiple time periods: 1-month -2.69%, YTD 4.04%, 1-year 6.30%, 3-year 16.58%, 5-year 0.62%, 10-year 9.00%.

RAIWX returns trail the peer average of 7.47% 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.