RETCX Mutual Fund

NAV$8.21

Returns Overview

1 Month
-0.28%
3 Months
+5.31%
6 Months
+4.59%
YTD
+0.55%
1 Year
-1.63%
3 Years (annualized)
+2.54%
5 Years (annualized)
-0.17%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RETCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+2.43%
vs Peers
-1.88%

RETCX Mutual Fund Performance

RETCX performance across multiple time periods: 1-month -0.28%, YTD 0.55%, 1-year -1.63%, 3-year 2.54%, 5-year -0.17%, 10-year 1.37%.

RETCX returns trail the peer average of 2.43% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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