RTLCX Mutual Fund

RTLCX Mutual Fund

NAV$96.81
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Returns Overview

1 Month
+0.68%
3 Months
+4.89%
6 Months
+7.89%
YTD
+8.43%
1 Year
+15.76%
3 Years (annualized)
+15.29%
5 Years (annualized)
+9.13%
10 Years (annualized)
+11.80%

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)
+8.43%
Peer Avg (YTD)
+9.41%
vs Peers
-0.98%

RTLCX Mutual Fund Performance

RTLCX performance across multiple time periods: 1-month 0.68%, YTD 8.43%, 1-year 15.76%, 3-year 15.29%, 5-year 9.13%, 10-year 11.80%.

RTLCX returns trail the peer average of 9.41% 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.