RTIOX Mutual Fund

RTIOX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-0.86%
3 Months
-0.78%
6 Months
-0.06%
YTD
+0.35%
1 Year
+2.29%
3 Years (annualized)
+3.90%
5 Years (annualized)
+0.78%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTIOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.12%
vs Peers
+0.23%

RTIOX Mutual Fund Performance

RTIOX performance across multiple time periods: 1-month -0.86%, YTD 0.35%, 1-year 2.29%, 3-year 3.90%, 5-year 0.78%, 10-year 2.53%.

RTIOX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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