RAMAX Mutual Fund

RAMAX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+0.93%
3 Months
+0.12%
6 Months
+0.14%
YTD
+0.25%
1 Year
+0.86%
3 Years (annualized)
+3.39%
5 Years (annualized)
+1.24%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAMAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+2.28%
vs Peers
-2.03%

RAMAX Mutual Fund Performance

RAMAX performance across multiple time periods: 1-month 0.93%, YTD 0.25%, 1-year 0.86%, 3-year 3.39%, 5-year 1.24%, 10-year 1.03%.

RAMAX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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