RTLCX Mutual Fund

RTLCX Mutual Fund

NAV$98.61
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Returns Overview

1 Month
-0.78%
3 Months
+2.39%
6 Months
+16.46%
YTD
+10.28%
1 Year
+12.68%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.10%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTLCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+9.98%
vs Peers
+0.30%

RTLCX Mutual Fund Performance

RTLCX performance across multiple time periods: 1-month -0.78%, YTD 10.28%, 1-year 12.68%, 3-year 16.90%, 5-year 9.10%, 10-year 12.07%.

RTLCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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