RLTCX Mutual Fund

NAV$13.31

Returns Overview

1 Month
+4.35%
3 Months
+7.70%
6 Months
+5.05%
YTD
+17.29%
1 Year
+17.29%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.72%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLTCX 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
Morningstar Global Markets Index(^MSGMUSDP)

RLTCX Mutual Fund Performance

RLTCX performance across multiple time periods: 1-month 4.35%, YTD 17.29%, 1-year 17.29%, 3-year 14.97%, 5-year 8.72%, 10-year 8.01%.

RLTCX returns can be compared against peers and benchmarks. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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