RALUX Mutual Fund

RALUX Mutual Fund

NAV$12.81
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Returns Overview

3 Months
+0.08%
6 Months
-2.36%
YTD
-2.36%
1 Year
+2.07%
3 Years (annualized)
+8.07%
5 Years (annualized)
+8.42%
10 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALUX 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)
-2.36%
Peer Avg (YTD)
+4.87%
vs Peers
-7.23%

RALUX Mutual Fund Performance

RALUX performance across multiple time periods: YTD -2.36%, 1-year 2.07%, 3-year 8.07%, 5-year 8.42%, 10-year 5.73%.

RALUX returns trail the peer average of 4.87% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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