RTOUX Mutual Fund

RTOUX Mutual Fund

NAV$48.73
See how much of RTOUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.32%
3 Months
+3.89%
6 Months
+10.10%
YTD
+15.84%
1 Year
+24.11%
3 Years (annualized)
+10.73%
5 Years (annualized)
+4.91%
10 Years (annualized)
+9.14%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+15.31%
vs Peers
+0.53%

RTOUX Mutual Fund Performance

RTOUX performance across multiple time periods: 1-month -4.32%, YTD 15.84%, 1-year 24.11%, 3-year 10.73%, 5-year 4.91%, 10-year 9.14%.

RTOUX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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