RTRIX Mutual Fund

RTRIX Mutual Fund

NAV$7.35
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Returns Overview

1 Month
-6.07%
3 Months
-6.44%
6 Months
+7.50%
YTD
+6.32%
1 Year
+7.71%
3 Years (annualized)
+15.65%
5 Years (annualized)
+9.67%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTRIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+10.34%
vs Peers
-4.02%

RTRIX Mutual Fund Performance

RTRIX performance across multiple time periods: 1-month -6.07%, YTD 6.32%, 1-year 7.71%, 3-year 15.65%, 5-year 9.67%, 10-year 10.38%.

RTRIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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