RTNAX Mutual Fund

RTNAX Mutual Fund

NAV$16.36
See how much of RTNAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.38%
3 Months
+3.05%
6 Months
+4.82%
YTD
+10.50%
1 Year
+23.63%
3 Years (annualized)
+13.90%
5 Years (annualized)
+6.96%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTNAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Tax-Managed International Equity Linked Benchmark
This Mutual Fund (YTD)
+10.50%
Peer Avg (YTD)
+9.42%
vs Peers
+1.08%

RTNAX Mutual Fund Performance

RTNAX performance across multiple time periods: 1-month 0.38%, YTD 10.50%, 1-year 23.63%, 3-year 13.90%, 5-year 6.96%, 10-year 7.54%.

RTNAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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