RTLCX Mutual Fund

NAV$97.45

Returns Overview

1 Month
-0.68%
3 Months
+13.73%
6 Months
+7.94%
YTD
+7.70%
1 Year
+16.96%
3 Years (annualized)
+16.25%
5 Years (annualized)
+9.46%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTLCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+9.51%
vs Peers
-1.81%

RTLCX Mutual Fund Performance

RTLCX performance across multiple time periods: 1-month -0.68%, YTD 7.70%, 1-year 16.96%, 3-year 16.25%, 5-year 9.46%, 10-year 12.16%.

RTLCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

RTLCX performance comparison shows side-by-side returns with another fund. RTLCX alternatives are available in the Mutual Fund Screener.