RAPIX Mutual Fund

NAV$12.31

Returns Overview

1 Month
-3.74%
3 Months
-1.86%
6 Months
+9.25%
YTD
+8.85%
1 Year
+17.86%
3 Years (annualized)
+12.07%
5 Years (annualized)
+8.09%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAPIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+5.87%
vs Peers
+2.99%

RAPIX Mutual Fund Performance

RAPIX performance across multiple time periods: 1-month -3.74%, YTD 8.85%, 1-year 17.86%, 3-year 12.07%, 5-year 8.09%, 10-year 6.93%.

RAPIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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