RAIRX Mutual Fund

NAV$30.20

Returns Overview

1 Month
-3.23%
3 Months
+7.38%
6 Months
+8.25%
YTD
+7.31%
1 Year
+10.95%
3 Years (annualized)
+12.50%
5 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAIRX 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
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📉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

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)
+7.31%
Peer Avg (YTD)
+9.16%
vs Peers
-1.85%

RAIRX Mutual Fund Performance

RAIRX performance across multiple time periods: 1-month -3.23%, YTD 7.31%, 1-year 10.95%, 3-year 12.50%, 5-year 1.53%.

RAIRX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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