REAYX Mutual Fund

REAYX Mutual Fund

NAV$27.70
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Returns Overview

1 Month
+5.13%
3 Months
+3.08%
6 Months
+12.03%
YTD
+20.58%
1 Year
+26.06%
3 Years (annualized)
+20.65%
5 Years (annualized)
+10.66%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REAYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.58%
Peer Avg (YTD)
+20.32%
vs Peers
+0.25%

REAYX Mutual Fund Performance

REAYX performance across multiple time periods: 1-month 5.13%, YTD 20.58%, 1-year 26.06%, 3-year 20.65%, 5-year 10.66%, 10-year 9.59%.

REAYX returns outperform the peer average of 20.32% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

REAYX vs another fund shows side-by-side returns. REAYX alternatives are available in the Mutual Fund Screener.