REAYX Mutual Fund

NAV$27.09
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Returns Overview

1 Month
+1.95%
3 Months
+10.18%
6 Months
+12.85%
YTD
+11.96%
1 Year
+21.74%
3 Years (annualized)
+15.91%
5 Years (annualized)
+10.16%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REAYX 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

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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.96%
Peer Avg (YTD)
+9.49%
vs Peers
+2.47%

REAYX Mutual Fund Performance

REAYX performance across multiple time periods: 1-month 1.95%, YTD 11.96%, 1-year 21.74%, 3-year 15.91%, 5-year 10.16%, 10-year 8.81%.

REAYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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