RAMEX Mutual Fund

NAV$9.48

Returns Overview

1 Month
-0.21%
3 Months
-0.73%
6 Months
-1.56%
YTD
-1.56%
1 Year
+2.53%
3 Years (annualized)
+4.39%
5 Years (annualized)
+1.85%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAMEX 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
Bloomberg US Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
-1.56%
Peer Avg (YTD)
+3.23%
vs Peers
-4.78%

RAMEX Mutual Fund Performance

RAMEX performance across multiple time periods: 1-month -0.21%, YTD -1.56%, 1-year 2.53%, 3-year 4.39%, 5-year 1.85%, 10-year 1.72%.

RAMEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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