RALCX Mutual Fund

RALCX Mutual Fund

NAV$12.81
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Returns Overview

1 Month
+0.20%
3 Months
+3.08%
6 Months
+6.76%
YTD
+9.08%
1 Year
+18.22%
3 Years (annualized)
+13.47%
5 Years (annualized)
+7.22%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALCX 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)
+9.08%
Peer Avg (YTD)
+6.57%
vs Peers
+2.51%

RALCX Mutual Fund Performance

RALCX performance across multiple time periods: 1-month 0.20%, YTD 9.08%, 1-year 18.22%, 3-year 13.47%, 5-year 7.22%, 10-year 7.56%.

RALCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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