RLTSX Mutual Fund

RLTSX Mutual Fund

NAV$14.24
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Returns Overview

1 Month
+4.47%
3 Months
+7.98%
6 Months
+5.42%
YTD
+18.23%
1 Year
+18.23%
3 Years (annualized)
+14.57%
5 Years (annualized)
+8.81%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLTSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Global Markets Index(^MSGMUSDP)

RLTSX Mutual Fund Performance

RLTSX performance across multiple time periods: 1-month 4.47%, YTD 18.23%, 1-year 18.23%, 3-year 14.57%, 5-year 8.81%, 10-year 8.48%.

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

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