RTISX Mutual Fund

RTISX Mutual Fund

NAV$14.00
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Returns Overview

1 Month
-3.38%
3 Months
+1.01%
6 Months
+8.27%
YTD
+8.94%
1 Year
+14.91%
3 Years (annualized)
+18.27%
5 Years (annualized)
+9.51%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTISX 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
Multifactor International Equity Linked Benchmark
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+9.98%
vs Peers
-1.04%

RTISX Mutual Fund Performance

RTISX performance across multiple time periods: 1-month -3.38%, YTD 8.94%, 1-year 14.91%, 3-year 18.27%, 5-year 9.51%, 10-year 8.81%.

RTISX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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