RTLAX Mutual Fund

RTLAX Mutual Fund

NAV$106.05
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Returns Overview

1 Month
+0.75%
3 Months
+5.08%
6 Months
+8.30%
YTD
+8.89%
1 Year
+16.63%
3 Years (annualized)
+16.15%
5 Years (annualized)
+9.96%
10 Years (annualized)
+12.64%

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)
+8.89%
Peer Avg (YTD)
+9.41%
vs Peers
-0.52%

RTLAX Mutual Fund Performance

RTLAX performance across multiple time periods: 1-month 0.75%, YTD 8.89%, 1-year 16.63%, 3-year 16.15%, 5-year 9.96%, 10-year 12.64%.

RTLAX returns trail the peer average of 9.41% 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.