RISAX Mutual Fund

NAV$30.54

Returns Overview

1 Month
-3.29%
3 Months
+7.29%
6 Months
+8.06%
YTD
+7.10%
1 Year
+10.53%
3 Years (annualized)
+12.06%
5 Years (annualized)
+1.14%
10 Years (annualized)
+8.37%

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
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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+9.16%
vs Peers
-2.07%

RISAX Mutual Fund Performance

RISAX performance across multiple time periods: 1-month -3.29%, YTD 7.10%, 1-year 10.53%, 3-year 12.06%, 5-year 1.14%, 10-year 8.37%.

RISAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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