RALSX Mutual Fund

RALSX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
+0.32%
3 Months
+3.34%
6 Months
+7.49%
YTD
+9.94%
1 Year
+19.64%
3 Years (annualized)
+14.62%
5 Years (annualized)
+8.30%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALSX 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)
+9.94%
Peer Avg (YTD)
+6.57%
vs Peers
+3.37%

RALSX Mutual Fund Performance

RALSX performance across multiple time periods: 1-month 0.32%, YTD 9.94%, 1-year 19.64%, 3-year 14.62%, 5-year 8.30%, 10-year 8.65%.

RALSX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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