RAFAX Mutual Fund

NAV$35.20

Returns Overview

1 Month
-1.21%
3 Months
-7.37%
6 Months
-5.68%
YTD
-5.33%
1 Year
+14.28%
3 Years (annualized)
+16.02%
5 Years (annualized)
+7.45%
10 Years (annualized)
+13.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFAX 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)
-5.33%
Peer Avg (YTD)
+8.97%
vs Peers
-14.30%

RAFAX Mutual Fund Performance

RAFAX performance across multiple time periods: 1-month -1.21%, YTD -5.33%, 1-year 14.28%, 3-year 16.02%, 5-year 7.45%, 10-year 13.29%.

RAFAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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