RTIUX Mutual Fund

RTIUX Mutual Fund

NAV$16.31
See how much of RTIUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.44%
3 Months
+3.16%
6 Months
+5.06%
YTD
+10.73%
1 Year
+24.05%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.35%
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
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
Tax-Managed International Equity Linked Benchmark
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+9.42%
vs Peers
+1.31%

RTIUX Mutual Fund Performance

RTIUX performance across multiple time periods: 1-month 0.44%, YTD 10.73%, 1-year 24.05%, 3-year 14.34%, 5-year 7.35%, 10-year 7.91%.

RTIUX returns outperform the peer average of 9.42% 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.