RALVX Mutual Fund

NAV$14.44

Returns Overview

1 Month
-0.21%
3 Months
+11.29%
6 Months
+9.76%
YTD
+9.17%
1 Year
+19.41%
3 Years (annualized)
+15.71%
5 Years (annualized)
+9.22%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALVX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+6.73%
vs Peers
+2.45%

RALVX Mutual Fund Performance

RALVX performance across multiple time periods: 1-month -0.21%, YTD 9.17%, 1-year 19.41%, 3-year 15.71%, 5-year 9.22%, 10-year 9.08%.

RALVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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