RAGIX Mutual Fund

RAGIX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
+0.70%
3 Months
+0.07%
6 Months
+2.49%
YTD
+8.08%
1 Year
+9.73%
3 Years (annualized)
+15.44%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAGIX 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
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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
Morningstar Global Markets Index(^MSGMUSDP)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+6.20%
vs Peers
+1.88%

RAGIX Mutual Fund Performance

RAGIX performance across multiple time periods: 1-month 0.70%, YTD 8.08%, 1-year 9.73%, 3-year 15.44%, 5-year 6.50%, 10-year 7.48%.

RAGIX returns outperform the peer average of 6.20% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

RAGIX vs another fund shows side-by-side returns. RAGIX alternatives are available in the Mutual Fund Screener.