RTXAX Mutual Fund

RTXAX Mutual Fund

NAV$15.17
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Returns Overview

1 Month
-5.56%
3 Months
-3.02%
6 Months
-1.79%
YTD
+9.88%
1 Year
+13.91%
3 Years (annualized)
+12.57%
5 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXAX 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 Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+9.29%
vs Peers
+0.59%

RTXAX Mutual Fund Performance

RTXAX performance across multiple time periods: 1-month -5.56%, YTD 9.88%, 1-year 13.91%, 3-year 12.57%, 5-year 6.37%.

RTXAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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