USRTX Mutual Fund

USRTX Mutual Fund

NAV$36.49
See how much of USRTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.25%
3 Months
-0.11%
6 Months
+10.40%
YTD
+8.82%
1 Year
+11.29%
3 Years (annualized)
+15.95%
5 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USRTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+9.98%
vs Peers
-1.17%

USRTX Mutual Fund Performance

USRTX performance across multiple time periods: 1-month -1.25%, YTD 8.82%, 1-year 11.29%, 3-year 15.95%, 5-year 10.00%.

USRTX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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