RAIIX Mutual Fund

NAV$29.82

Returns Overview

1 Month
-2.13%
3 Months
-3.46%
6 Months
-1.88%
YTD
+4.30%
1 Year
+10.76%
3 Years (annualized)
+12.34%
5 Years (annualized)
+1.39%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAIIX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+9.16%
vs Peers
-4.86%

RAIIX Mutual Fund Performance

RAIIX performance across multiple time periods: 1-month -2.13%, YTD 4.30%, 1-year 10.76%, 3-year 12.34%, 5-year 1.39%, 10-year 8.84%.

RAIIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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