RAJTX Mutual Fund

RAJTX Mutual Fund

NAV$13.19
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Returns Overview

3 Months
+1.15%
6 Months
+2.34%
YTD
+3.71%
1 Year
+9.00%
3 Years (annualized)
+8.95%
5 Years (annualized)
+4.30%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAJTX 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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+6.99%
vs Peers
-3.28%

RAJTX Mutual Fund Performance

RAJTX performance across multiple time periods: YTD 3.71%, 1-year 9.00%, 3-year 8.95%, 5-year 4.30%, 10-year 5.52%.

RAJTX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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