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RAAX
+3.68 · +10.75%
$37.93 · NYSE ARCA

VanEck Inflation Allocation ETF (RAAX) ETF Analysis | Global Moderate Allocation

VanEck · USA
AUM:$584.0M
#– of – in Global Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 43.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.77% — above average for this category.

What is RAAX?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its total assets in exchange traded products that provide exposure to real assets. It seeks to maximize "real returns" while seeking to reduce downside risk during sustained market declines.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RAAX delivered 43.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.77% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 66.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$584.0M
Expense Ratio0.77%
Dividend Yield2.13%
Holdings13
Inception DateApr 2018
Domicile–
Distribution–
Index–
ProviderVanEck
Beta0.86
CategoryGlobal Moderate Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.8%
1Y
+28.6%
3Y
+70.6%
5Y
+90.3%
OpenBook InsightIf you had invested £10,000 in RAAX 5 years ago, it would have grown to £19,029 — a gain of £9,029.

Annual Returns

Calendar year performance

RAAX delivered positive returns in 5 of the last 5 calendar years.
YearRAAX
2026 YTD+16.5%
2025+23.8%
2024+11.8%
2023+7.8%
2022+1.3%
CAGR 4yr+10.9%
5/5 positive yearsAvg return: +12.2%Worst year: +1.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.5%
Low
Momentum
+4.6%
30-day change
Support Level
39.43
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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