RTLCX Mutual Fund

RTLCX Mutual Fund

NAV$96.86
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Returns Overview

1 Month
+2.50%
3 Months
+2.49%
6 Months
+11.41%
YTD
+11.15%
1 Year
+16.38%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.10%
10 Years (annualized)
+12.07%

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
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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)
+11.15%
Peer Avg (YTD)
+11.21%
vs Peers
-0.07%

RTLCX Mutual Fund Performance

RTLCX performance across multiple time periods: 1-month 2.50%, YTD 11.15%, 1-year 16.38%, 3-year 16.90%, 5-year 9.10%, 10-year 12.07%.

RTLCX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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