READX Mutual Fund

READX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
-9.10%
3 Months
-5.70%
6 Months
-3.86%
YTD
+11.37%
1 Year
+14.69%
3 Years (annualized)
+23.24%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would READX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+9.82%
vs Peers
+1.55%

READX Mutual Fund Performance

READX performance across multiple time periods: 1-month -9.10%, YTD 11.37%, 1-year 14.69%, 3-year 23.24%, 5-year 9.18%, 10-year 10.38%.

READX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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