RAKTX Mutual Fund

RAKTX Mutual Fund

NAV$24.49
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Returns Overview

1 Month
-1.15%
3 Months
+2.69%
6 Months
+5.03%
YTD
+6.85%
1 Year
+15.23%
3 Years (annualized)
+14.08%
5 Years (annualized)
+7.47%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAKTX 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 US Index
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+6.99%
vs Peers
-0.14%

RAKTX Mutual Fund Performance

RAKTX performance across multiple time periods: 1-month -1.15%, YTD 6.85%, 1-year 15.23%, 3-year 14.08%, 5-year 7.47%, 10-year 10.06%.

RAKTX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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