RECAX Mutual Fund

RECAX Mutual Fund

NAV$16.20
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Returns Overview

1 Month
-10.67%
3 Months
-4.53%
6 Months
-0.06%
YTD
+19.02%
1 Year
+25.06%
3 Years (annualized)
+25.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RECAX 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
MSCI Emerging Markets ex - China Net Index
This Mutual Fund (YTD)
+19.02%
Peer Avg (YTD)
+8.05%
vs Peers
+10.97%

RECAX Mutual Fund Performance

RECAX performance across multiple time periods: 1-month -10.67%, YTD 19.02%, 1-year 25.06%, 3-year 25.55%.

RECAX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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