RALYX Mutual Fund

RALYX Mutual Fund

NAV$11.11
See how much of RALYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.85%
3 Months
+1.38%
6 Months
+1.52%
YTD
+14.32%
1 Year
+20.28%
3 Years (annualized)
+13.75%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Real Assets Linked Custom Index
This Mutual Fund (YTD)
+14.32%
Peer Avg (YTD)
+6.69%
vs Peers
+7.63%

RALYX Mutual Fund Performance

RALYX performance across multiple time periods: 1-month 0.85%, YTD 14.32%, 1-year 20.28%, 3-year 13.75%, 5-year 7.17%.

RALYX returns outperform the peer average of 6.69% 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.