RECAX Mutual Fund

NAV$18.25

Returns Overview

1 Month
+1.62%
3 Months
+32.36%
6 Months
+38.00%
YTD
+35.40%
1 Year
+60.97%
3 Years (annualized)
+26.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI Emerging Markets ex - China Net Index
This Mutual Fund (YTD)
+35.40%
Peer Avg (YTD)
+9.13%
vs Peers
+26.27%

RECAX Mutual Fund Performance

RECAX performance across multiple time periods: 1-month 1.62%, YTD 35.40%, 1-year 60.97%, 3-year 26.84%.

RECAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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