RTECX Mutual Fund

NAV$21.60

Returns Overview

1 Month
+0.62%
3 Months
+1.69%
6 Months
+1.52%
YTD
+1.47%
1 Year
+4.83%
3 Years (annualized)
+2.68%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.09%

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
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
Bloomberg Municipal 1-15 Years Blend Index
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+1.79%
vs Peers
-0.31%

RTECX Mutual Fund Performance

RTECX performance across multiple time periods: 1-month 0.62%, YTD 1.47%, 1-year 4.83%, 3-year 2.68%, 5-year 0.15%, 10-year 1.09%.

RTECX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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