RTRIX Mutual Fund

NAV$7.88

Returns Overview

1 Month
+7.16%
3 Months
+14.90%
6 Months
+13.80%
YTD
+13.63%
1 Year
+32.99%
3 Years (annualized)
+17.26%
5 Years (annualized)
+9.89%
10 Years (annualized)
+11.05%

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
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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+18.52%
vs Peers
-4.89%

RTRIX Mutual Fund Performance

RTRIX performance across multiple time periods: 1-month 7.16%, YTD 13.63%, 1-year 32.99%, 3-year 17.26%, 5-year 9.89%, 10-year 11.05%.

RTRIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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