RAZAX Mutual Fund

RAZAX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
-0.25%
3 Months
-0.73%
6 Months
+0.58%
YTD
+6.22%
1 Year
+7.75%
3 Years (annualized)
+14.60%
5 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAZAX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+2.95%
vs Peers
+3.27%

RAZAX Mutual Fund Performance

RAZAX performance across multiple time periods: 1-month -0.25%, YTD 6.22%, 1-year 7.75%, 3-year 14.60%, 5-year 5.94%.

RAZAX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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