RALRX Mutual Fund

RALRX Mutual Fund

NAV$14.95
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Returns Overview

1 Month
+0.33%
3 Months
+3.42%
6 Months
+7.50%
YTD
+9.95%
1 Year
+19.72%
3 Years (annualized)
+15.45%
5 Years (annualized)
+8.77%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALRX 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)
+9.95%
Peer Avg (YTD)
+6.57%
vs Peers
+3.37%

RALRX Mutual Fund Performance

RALRX performance across multiple time periods: 1-month 0.33%, YTD 9.95%, 1-year 19.72%, 3-year 15.45%, 5-year 8.77%, 10-year 8.91%.

RALRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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