REJTX Mutual Fund

REJTX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
+0.07%
3 Months
+1.50%
6 Months
+2.89%
YTD
+4.31%
1 Year
+10.21%
3 Years (annualized)
+9.78%
5 Years (annualized)
+5.23%
10 Years (annualized)
+6.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REJTX 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 Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+6.99%
vs Peers
-2.68%

REJTX Mutual Fund Performance

REJTX performance across multiple time periods: 1-month 0.07%, YTD 4.31%, 1-year 10.21%, 3-year 9.78%, 5-year 5.23%, 10-year 6.56%.

REJTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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