RALIX Mutual Fund

NAV$11.63

Returns Overview

1 Month
-2.49%
3 Months
+1.17%
6 Months
+9.95%
YTD
+9.85%
1 Year
+17.98%
3 Years (annualized)
+12.48%
5 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALIX 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
Real Assets Linked Custom Index
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+5.93%
vs Peers
+3.92%

RALIX Mutual Fund Performance

RALIX performance across multiple time periods: 1-month -2.49%, YTD 9.85%, 1-year 17.98%, 3-year 12.48%, 5-year 6.86%.

RALIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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