RAZCX Mutual Fund

RAZCX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
-0.27%
3 Months
-0.92%
6 Months
+0.20%
YTD
+5.49%
1 Year
+7.01%
3 Years (annualized)
+13.73%
5 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAZCX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+2.95%
vs Peers
+2.54%

RAZCX Mutual Fund Performance

RAZCX performance across multiple time periods: 1-month -0.27%, YTD 5.49%, 1-year 7.01%, 3-year 13.73%, 5-year 5.16%.

RAZCX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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