RAQTX Mutual Fund

RAQTX Mutual Fund

NAV$21.28
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Returns Overview

1 Month
-2.12%
3 Months
-2.07%
6 Months
+1.05%
YTD
+5.72%
1 Year
+7.69%
3 Years (annualized)
+18.30%
5 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAQTX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+14.77%
vs Peers
-9.05%

RAQTX Mutual Fund Performance

RAQTX performance across multiple time periods: 1-month -2.12%, YTD 5.72%, 1-year 7.69%, 3-year 18.30%, 5-year 6.77%.

RAQTX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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