RTXCX Mutual Fund

RTXCX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
-5.63%
3 Months
-3.19%
6 Months
-2.15%
YTD
+9.29%
1 Year
+13.07%
3 Years (annualized)
+11.75%
5 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXCX 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)
+9.29%
Peer Avg (YTD)
+9.29%
vs Peers
-0.00%

RTXCX Mutual Fund Performance

RTXCX performance across multiple time periods: 1-month -5.63%, YTD 9.29%, 1-year 13.07%, 3-year 11.75%, 5-year 5.58%.

RTXCX returns trail the peer average of 9.29% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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