RISAX Mutual Fund

RISAX Mutual Fund

NAV$29.83
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Returns Overview

1 Month
+3.82%
3 Months
-1.19%
6 Months
-0.71%
YTD
+9.42%
1 Year
+11.99%
3 Years (annualized)
+13.44%
5 Years (annualized)
+0.40%
10 Years (annualized)
+8.49%

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
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📉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)
+9.42%
Peer Avg (YTD)
+9.98%
vs Peers
-0.56%

RISAX Mutual Fund Performance

RISAX performance across multiple time periods: 1-month 3.82%, YTD 9.42%, 1-year 11.99%, 3-year 13.44%, 5-year 0.40%, 10-year 8.49%.

RISAX returns trail the peer average of 9.98% 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.