RALYX Mutual Fund

RALYX Mutual Fund

NAV$11.95
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Returns Overview

1 Month
+3.16%
3 Months
-1.30%
6 Months
+7.34%
YTD
+13.35%
1 Year
+21.64%
3 Years (annualized)
+12.51%
5 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RALYX 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
Real Assets Linked Custom Index
This Mutual Fund (YTD)
+13.35%
Peer Avg (YTD)
+5.79%
vs Peers
+7.56%

RALYX Mutual Fund Performance

RALYX performance across multiple time periods: 1-month 3.16%, YTD 13.35%, 1-year 21.64%, 3-year 12.51%, 5-year 7.17%.

RALYX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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