RTIUX Mutual Fund

RTIUX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
-3.14%
3 Months
-3.56%
6 Months
-0.52%
YTD
+6.79%
1 Year
+10.11%
3 Years (annualized)
+17.59%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.37%

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)
+6.79%
Peer Avg (YTD)
+8.21%
vs Peers
-1.42%

RTIUX Mutual Fund Performance

RTIUX performance across multiple time periods: 1-month -3.14%, YTD 6.79%, 1-year 10.11%, 3-year 17.59%, 5-year 6.34%, 10-year 7.37%.

RTIUX returns trail the peer average of 8.21% 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.