REJTX Mutual Fund

REJTX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
+0.07%
3 Months
+4.64%
6 Months
+4.56%
YTD
+4.23%
1 Year
+10.21%
3 Years (annualized)
+10.28%
5 Years (annualized)
+5.41%
10 Years (annualized)
+6.74%

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)
+4.23%
Peer Avg (YTD)
+7.64%
vs Peers
-3.41%

REJTX Mutual Fund Performance

REJTX performance across multiple time periods: 1-month 0.07%, YTD 4.23%, 1-year 10.21%, 3-year 10.28%, 5-year 5.41%, 10-year 6.74%.

REJTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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