REMIX Mutual Fund

NAV$16.38

Returns Overview

1 Month
+0.06%
3 Months
-2.85%
6 Months
+4.13%
YTD
+10.60%
1 Year
+26.88%
3 Years (annualized)
+9.69%
5 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REMIX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+9.51%
vs Peers
+1.09%

REMIX Mutual Fund Performance

REMIX performance across multiple time periods: 1-month 0.06%, YTD 10.60%, 1-year 26.88%, 3-year 9.69%, 5-year 8.28%.

REMIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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