RAZAX Mutual Fund

NAV$12.59

Returns Overview

1 Month
-0.24%
3 Months
+7.76%
6 Months
+7.58%
YTD
+7.40%
1 Year
+15.36%
3 Years (annualized)
+13.03%
5 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAZAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+4.14%
vs Peers
+3.25%

RAZAX Mutual Fund Performance

RAZAX performance across multiple time periods: 1-month -0.24%, YTD 7.40%, 1-year 15.36%, 3-year 13.03%, 5-year 6.39%.

RAZAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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