RTIUX Mutual Fund

RTIUX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
+2.38%
3 Months
+1.99%
6 Months
+2.44%
YTD
+13.37%
1 Year
+22.36%
3 Years (annualized)
+16.91%
5 Years (annualized)
+7.42%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTIUX 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
Tax-Managed International Equity Linked Benchmark
This Mutual Fund (YTD)
+13.37%
Peer Avg (YTD)
+10.17%
vs Peers
+3.20%

RTIUX Mutual Fund Performance

RTIUX performance across multiple time periods: 1-month 2.38%, YTD 13.37%, 1-year 22.36%, 3-year 16.91%, 5-year 7.42%, 10-year 7.91%.

RTIUX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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