RAPZX Mutual Fund

NAV$12.30

Returns Overview

1 Month
+1.65%
3 Months
-1.99%
6 Months
+2.59%
YTD
+11.21%
1 Year
+17.80%
3 Years (annualized)
+12.07%
5 Years (annualized)
+8.08%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAPZX 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 World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+5.87%
vs Peers
+5.35%

RAPZX Mutual Fund Performance

RAPZX performance across multiple time periods: 1-month 1.65%, YTD 11.21%, 1-year 17.80%, 3-year 12.07%, 5-year 8.08%, 10-year 6.92%.

RAPZX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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