RTSGX Mutual Fund

RTSGX Mutual Fund

NAV$5.33
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Returns Overview

1 Month
-5.19%
3 Months
-12.54%
6 Months
+4.74%
YTD
-1.12%
1 Year
-0.03%
3 Years (annualized)
+3.44%
5 Years (annualized)
-2.07%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTSGX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
+10.34%
vs Peers
-11.46%

RTSGX Mutual Fund Performance

RTSGX performance across multiple time periods: 1-month -5.19%, YTD -1.12%, 1-year -0.03%, 3-year 3.44%, 5-year -2.07%, 10-year 7.56%.

RTSGX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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