REMIX Mutual Fund

REMIX Mutual Fund

NAV$16.75
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Returns Overview

1 Month
-0.46%
3 Months
+3.95%
6 Months
+2.18%
YTD
+17.29%
1 Year
+20.44%
3 Years (annualized)
+11.80%
5 Years (annualized)
+8.04%

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)
+17.29%
Peer Avg (YTD)
+9.28%
vs Peers
+8.01%

REMIX Mutual Fund Performance

REMIX performance across multiple time periods: 1-month -0.46%, YTD 17.29%, 1-year 20.44%, 3-year 11.80%, 5-year 8.04%.

REMIX returns outperform the peer average of 9.28% 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.