RTRIX Mutual Fund

RTRIX Mutual Fund

NAV$7.66
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Returns Overview

1 Month
+2.76%
3 Months
+9.50%
6 Months
+11.01%
YTD
+16.76%
1 Year
+23.13%
3 Years (annualized)
+12.33%
5 Years (annualized)
+8.78%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTRIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.76%
Peer Avg (YTD)
+15.31%
vs Peers
+1.45%

RTRIX Mutual Fund Performance

RTRIX performance across multiple time periods: 1-month 2.76%, YTD 16.76%, 1-year 23.13%, 3-year 12.33%, 5-year 8.78%, 10-year 9.81%.

RTRIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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