RALCX Mutual Fund

NAV$13.06

Returns Overview

1 Month
-0.23%
3 Months
+11.09%
6 Months
+9.41%
YTD
+8.86%
1 Year
+18.77%
3 Years (annualized)
+15.13%
5 Years (annualized)
+7.80%
10 Years (annualized)
+8.07%

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
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)
+8.86%
Peer Avg (YTD)
+6.73%
vs Peers
+2.14%

RALCX Mutual Fund Performance

RALCX performance across multiple time periods: 1-month -0.23%, YTD 8.86%, 1-year 18.77%, 3-year 15.13%, 5-year 7.80%, 10-year 8.07%.

RALCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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