RALIX Mutual Fund

RALIX Mutual Fund

NAV$11.94
See how much of RALIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.08%
3 Months
-1.40%
6 Months
+7.22%
YTD
+13.23%
1 Year
+21.61%
3 Years (annualized)
+12.43%
5 Years (annualized)
+7.09%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Real Assets Linked Custom Index
This Mutual Fund (YTD)
+13.23%
Peer Avg (YTD)
+5.79%
vs Peers
+7.43%

RALIX Mutual Fund Performance

RALIX performance across multiple time periods: 1-month 3.08%, YTD 13.23%, 1-year 21.61%, 3-year 12.43%, 5-year 7.09%.

RALIX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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