RTXMX Mutual Fund

RTXMX Mutual Fund

NAV$15.26
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Returns Overview

1 Month
-5.59%
3 Months
-2.94%
6 Months
-1.59%
YTD
+10.15%
1 Year
+14.32%
3 Years (annualized)
+13.00%
5 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXMX 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)
+10.15%
Peer Avg (YTD)
+9.29%
vs Peers
+0.86%

RTXMX Mutual Fund Performance

RTXMX performance across multiple time periods: 1-month -5.59%, YTD 10.15%, 1-year 14.32%, 3-year 13.00%, 5-year 6.76%.

RTXMX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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