RILAX Mutual Fund

NAV$9.22

Returns Overview

1 Month
-0.75%
3 Months
-1.81%
6 Months
-0.86%
YTD
-0.75%
1 Year
+1.64%
3 Years (annualized)
+2.86%
5 Years (annualized)
-0.61%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RILAX 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 Aggregate Index
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+3.23%
vs Peers
-3.98%

RILAX Mutual Fund Performance

RILAX performance across multiple time periods: 1-month -0.75%, YTD -0.75%, 1-year 1.64%, 3-year 2.86%, 5-year -0.61%, 10-year 1.37%.

RILAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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