RAFEX Mutual Fund

NAV$44.02

Returns Overview

1 Month
-1.08%
3 Months
+15.51%
6 Months
+5.63%
YTD
+5.42%
1 Year
+15.11%
3 Years (annualized)
+16.31%
5 Years (annualized)
+7.93%
10 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAFEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+8.97%
vs Peers
-3.55%

RAFEX Mutual Fund Performance

RAFEX performance across multiple time periods: 1-month -1.08%, YTD 5.42%, 1-year 15.11%, 3-year 16.31%, 5-year 7.93%, 10-year 12.48%.

RAFEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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