RANAX Mutual Fund

RANAX Mutual Fund

NAV$8.96
See how much of RANAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.33%
3 Months
-1.55%
6 Months
-2.93%
YTD
-2.73%
1 Year
-0.02%
3 Years (annualized)
+1.61%
5 Years (annualized)
-2.21%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RANAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.73%
Peer Avg (YTD)
+0.12%
vs Peers
-2.85%

RANAX Mutual Fund Performance

RANAX performance across multiple time periods: 1-month -1.33%, YTD -2.73%, 1-year -0.02%, 3-year 1.61%, 5-year -2.21%, 10-year 0.85%.

RANAX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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