REMIX Mutual Fund

REMIX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
+1.40%
3 Months
-1.71%
6 Months
+10.37%
YTD
+12.83%
1 Year
+28.26%
3 Years (annualized)
+10.14%
5 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REMIX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+9.41%
vs Peers
+3.42%

REMIX Mutual Fund Performance

REMIX performance across multiple time periods: 1-month 1.40%, YTD 12.83%, 1-year 28.26%, 3-year 10.14%, 5-year 8.40%.

REMIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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