RANTX Mutual Fund

RANTX Mutual Fund

NAV$21.76
See how much of RANTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.68%
3 Months
-1.82%
6 Months
+12.95%
YTD
+8.04%
1 Year
+12.04%
3 Years (annualized)
+16.87%
5 Years (annualized)
+8.92%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RANTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+7.09%
vs Peers
+0.96%

RANTX Mutual Fund Performance

RANTX performance across multiple time periods: 1-month -1.68%, YTD 8.04%, 1-year 12.04%, 3-year 16.87%, 5-year 8.92%, 10-year 11.31%.

RANTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

RANTX vs another fund shows side-by-side returns. RANTX alternatives are available in the Mutual Fund Screener.