RTECX Mutual Fund

RTECX Mutual Fund

NAV$21.34
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Returns Overview

1 Month
-1.54%
3 Months
-0.66%
6 Months
-0.81%
YTD
-0.09%
1 Year
+3.34%
3 Years (annualized)
+2.19%
5 Years (annualized)
-0.15%
10 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTECX 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
Bloomberg Municipal 1-15 Years Blend Index
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+0.23%
vs Peers
-0.32%

RTECX Mutual Fund Performance

RTECX performance across multiple time periods: 1-month -1.54%, YTD -0.09%, 1-year 3.34%, 3-year 2.19%, 5-year -0.15%, 10-year 1.00%.

RTECX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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