RISAX Mutual Fund

RISAX Mutual Fund

NAV$30.83
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Returns Overview

1 Month
-1.60%
3 Months
-3.78%
6 Months
+0.99%
YTD
+5.39%
1 Year
+9.94%
3 Years (annualized)
+10.65%
5 Years (annualized)
-0.04%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RISAX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+8.67%
vs Peers
-3.28%

RISAX Mutual Fund Performance

RISAX performance across multiple time periods: 1-month -1.60%, YTD 5.39%, 1-year 9.94%, 3-year 10.65%, 5-year -0.04%, 10-year 7.88%.

RISAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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