RAEFX Mutual Fund

NAV$44.30

Returns Overview

1 Month
-2.57%
3 Months
-6.82%
6 Months
-4.71%
YTD
-4.63%
1 Year
+15.32%
3 Years (annualized)
+17.31%
5 Years (annualized)
+8.57%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAEFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.63%
Peer Avg (YTD)
+8.97%
vs Peers
-13.60%

RAEFX Mutual Fund Performance

RAEFX performance across multiple time periods: 1-month -2.57%, YTD -4.63%, 1-year 15.32%, 3-year 17.31%, 5-year 8.57%, 10-year 12.93%.

RAEFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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