RLNAX Mutual Fund

NAV$54.26

Returns Overview

1 Month
+0.04%
3 Months
+9.24%
6 Months
+7.06%
YTD
+6.35%
1 Year
+16.00%
3 Years (annualized)
+13.63%
5 Years (annualized)
+7.26%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLNAX 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
International Developed Markets Linked Benchmark
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+9.13%
vs Peers
-2.78%

RLNAX Mutual Fund Performance

RLNAX performance across multiple time periods: 1-month 0.04%, YTD 6.35%, 1-year 16.00%, 3-year 13.63%, 5-year 7.26%, 10-year 8.39%.

RLNAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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