RASAX Mutual Fund

NAV$9.25

Returns Overview

1 Month
-2.39%
3 Months
-1.23%
6 Months
+7.31%
YTD
-4.12%
1 Year
-2.06%
3 Years (annualized)
-1.06%
5 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RASAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Real Assets Index
This Mutual Fund (YTD)
-4.12%
Peer Avg (YTD)
+1.71%
vs Peers
-5.83%

RASAX Mutual Fund Performance

RASAX performance across multiple time periods: 1-month -2.39%, YTD -4.12%, 1-year -2.06%, 3-year -1.06%, 5-year 2.04%.

RASAX returns trail the peer average of 1.71% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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