RLTAX Mutual Fund

NAV$14.37
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Returns Overview

1 Month
+4.43%
3 Months
+7.91%
6 Months
+5.44%
YTD
+18.23%
1 Year
+18.23%
3 Years (annualized)
+15.80%
5 Years (annualized)
+9.54%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLTAX 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
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📉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

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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
Morningstar Global Markets Index(^MSGMUSDP)

RLTAX Mutual Fund Performance

RLTAX performance across multiple time periods: 1-month 4.43%, YTD 18.23%, 1-year 18.23%, 3-year 15.80%, 5-year 9.54%, 10-year 8.82%.

RLTAX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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