RTOUX Mutual Fund

NAV$52.07

Returns Overview

1 Month
+5.61%
3 Months
+19.41%
6 Months
+21.08%
YTD
+19.98%
1 Year
+31.84%
3 Years (annualized)
+13.99%
5 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTOUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+19.98%
Peer Avg (YTD)
+18.52%
vs Peers
+1.45%

RTOUX Mutual Fund Performance

RTOUX performance across multiple time periods: 1-month 5.61%, YTD 19.98%, 1-year 31.84%, 3-year 13.99%, 5-year 5.77%.

RTOUX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

RTOUX performance comparison shows side-by-side returns with another fund. RTOUX alternatives are available in the Mutual Fund Screener.