RTLAX Mutual Fund

RTLAX Mutual Fund

NAV$102.37
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Returns Overview

1 Month
-0.62%
3 Months
+1.20%
6 Months
+6.34%
YTD
+10.19%
1 Year
+10.94%
3 Years (annualized)
+19.79%
5 Years (annualized)
+9.22%
10 Years (annualized)
+13.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTLAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+9.28%
vs Peers
+0.91%

RTLAX Mutual Fund Performance

RTLAX performance across multiple time periods: 1-month -0.62%, YTD 10.19%, 1-year 10.94%, 3-year 19.79%, 5-year 9.22%, 10-year 13.02%.

RTLAX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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