RETSX Mutual Fund

NAV$107.89

Returns Overview

1 Month
-0.60%
3 Months
+14.02%
6 Months
+8.48%
YTD
+8.22%
1 Year
+18.13%
3 Years (annualized)
+17.42%
5 Years (annualized)
+10.57%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RETSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+9.51%
vs Peers
-1.29%

RETSX Mutual Fund Performance

RETSX performance across multiple time periods: 1-month -0.60%, YTD 8.22%, 1-year 18.13%, 3-year 17.42%, 5-year 10.57%, 10-year 13.25%.

RETSX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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