RAQTX Mutual Fund

RAQTX Mutual Fund

NAV$21.85
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Returns Overview

1 Month
-1.90%
3 Months
+3.19%
6 Months
+5.91%
YTD
+7.96%
1 Year
+17.23%
3 Years (annualized)
+15.70%
5 Years (annualized)
+8.17%

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
PROUpgrade to run
📉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)
+7.96%
Peer Avg (YTD)
+6.99%
vs Peers
+0.97%

RAQTX Mutual Fund Performance

RAQTX performance across multiple time periods: 1-month -1.90%, YTD 7.96%, 1-year 17.23%, 3-year 15.70%, 5-year 8.17%.

RAQTX returns outperform the peer average of 6.99% 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.