RTNAX Mutual Fund

RTNAX Mutual Fund

NAV$15.44
See how much of RTNAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.16%
3 Months
-3.65%
6 Months
-0.71%
YTD
+5.22%
1 Year
+9.66%
3 Years (annualized)
+17.18%
5 Years (annualized)
+5.96%
10 Years (annualized)
+6.98%

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)
+5.22%
Peer Avg (YTD)
+8.05%
vs Peers
-2.83%

RTNAX Mutual Fund Performance

RTNAX performance across multiple time periods: 1-month -3.16%, YTD 5.22%, 1-year 9.66%, 3-year 17.18%, 5-year 5.96%, 10-year 6.98%.

RTNAX returns trail the peer average of 8.05% 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.