RALAX Mutual Fund

RALAX Mutual Fund

NAV$14.25
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Returns Overview

1 Month
+0.27%
3 Months
+3.25%
6 Months
+7.24%
YTD
+9.68%
1 Year
+19.23%
3 Years (annualized)
+14.34%
5 Years (annualized)
+8.03%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALAX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+6.57%
vs Peers
+3.11%

RALAX Mutual Fund Performance

RALAX performance across multiple time periods: 1-month 0.27%, YTD 9.68%, 1-year 19.23%, 3-year 14.34%, 5-year 8.03%, 10-year 8.38%.

RALAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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