RALOX Mutual Fund

NAV$11.69

Returns Overview

1 Month
-2.55%
3 Months
+1.11%
6 Months
+9.91%
YTD
+9.70%
1 Year
+17.73%
3 Years (annualized)
+12.16%
5 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALOX 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)
+9.70%
Peer Avg (YTD)
+5.93%
vs Peers
+3.77%

RALOX Mutual Fund Performance

RALOX performance across multiple time periods: 1-month -2.55%, YTD 9.70%, 1-year 17.73%, 3-year 12.16%, 5-year 6.60%.

RALOX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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