RTNAX Mutual Fund

RTNAX Mutual Fund

NAV$15.60
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Returns Overview

1 Month
+2.33%
3 Months
+1.82%
6 Months
+2.20%
YTD
+13.07%
1 Year
+21.95%
3 Years (annualized)
+16.46%
5 Years (annualized)
+7.05%
10 Years (annualized)
+7.59%

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
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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
Tax-Managed International Equity Linked Benchmark
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+10.17%
vs Peers
+2.90%

RTNAX Mutual Fund Performance

RTNAX performance across multiple time periods: 1-month 2.33%, YTD 13.07%, 1-year 21.95%, 3-year 16.46%, 5-year 7.05%, 10-year 7.59%.

RTNAX returns outperform the peer average of 10.17% 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.