READX

Mutual fund

$18.09 +$0.16 (+0.89%) NAV as of Oct 19, 2026

Prices on SharpeShare since Feb 28, 2023

52-week range

Low $15.16High $20.77

Has READX beaten the S&P 500?

Over the last year (to Oct 19, 2026), READX returned +21.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
READX
+21.5%
S&P 500
+16.6%
Largest decline 
READX
14.3%
S&P 500
8.9%
Risk-adjusted return 
READX
0.85
S&P 500
0.97
Downside risk-adjusted return 
READX
1.21
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodREADXS&P 500
1 month -5.7% +0.6%
3 months -0.7% +3.4%
Year to date +18.2% +13.3%
1 year +21.5% +16.6%
3 years (annualized) +24.2% +23.1%

Volatility (1-year, annualized): 21.0% · Largest decline (max drawdown, since Feb 2023): 16.2%

How are your investments doing?

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