RETTX Mutual Fund

RETTX Mutual Fund

NAV$32.99
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Returns Overview

1 Month
+2.49%
3 Months
+1.99%
6 Months
+8.73%
YTD
+11.97%
1 Year
+16.60%
3 Years (annualized)
+8.72%
5 Years (annualized)
+0.98%
10 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RETTX 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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+12.53%
vs Peers
-0.56%

RETTX Mutual Fund Performance

RETTX performance across multiple time periods: 1-month 2.49%, YTD 11.97%, 1-year 16.60%, 3-year 8.72%, 5-year 0.98%, 10-year 3.43%.

RETTX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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