REDTX Mutual Fund

NAV$17.29

Returns Overview

1 Month
+0.12%
3 Months
+5.95%
6 Months
+5.30%
YTD
+4.91%
1 Year
+11.54%
3 Years (annualized)
+11.42%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REDTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+7.64%
vs Peers
-2.73%

REDTX Mutual Fund Performance

REDTX performance across multiple time periods: 1-month 0.12%, YTD 4.91%, 1-year 11.54%, 3-year 11.42%, 5-year 5.90%, 10-year 8.10%.

REDTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

REDTX performance comparison shows side-by-side returns with another fund. REDTX alternatives are available in the Mutual Fund Screener.