RTECX Mutual Fund

RTECX Mutual Fund

NAV$20.78
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Returns Overview

1 Month
-3.72%
3 Months
-5.60%
6 Months
-4.01%
YTD
-4.21%
1 Year
-3.08%
3 Years (annualized)
+2.30%
5 Years (annualized)
-0.24%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTECX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal 1-15 Years Blend Index
This Mutual Fund (YTD)
-4.21%
Peer Avg (YTD)
-3.84%
vs Peers
-0.37%

RTECX Mutual Fund Performance

RTECX performance across multiple time periods: 1-month -3.72%, YTD -4.21%, 1-year -3.08%, 3-year 2.30%, 5-year -0.24%, 10-year 0.91%.

RTECX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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