RALAX Mutual Fund

NAV$14.48

Returns Overview

1 Month
-0.14%
3 Months
+11.42%
6 Months
+9.89%
YTD
+9.39%
1 Year
+19.74%
3 Years (annualized)
+15.98%
5 Years (annualized)
+8.61%
10 Years (annualized)
+8.88%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.39%
Peer Avg (YTD)
+6.73%
vs Peers
+2.66%

RALAX Mutual Fund Performance

RALAX performance across multiple time periods: 1-month -0.14%, YTD 9.39%, 1-year 19.74%, 3-year 15.98%, 5-year 8.61%, 10-year 8.88%.

RALAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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