RTSAX Mutual Fund

RTSAX Mutual Fund

NAV$49.04
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Returns Overview

1 Month
+5.57%
3 Months
+19.31%
6 Months
+20.85%
YTD
+19.77%
1 Year
+31.33%
3 Years (annualized)
+13.55%
5 Years (annualized)
+5.37%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTSAX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+19.77%
Peer Avg (YTD)
+18.52%
vs Peers
+1.24%

RTSAX Mutual Fund Performance

RTSAX performance across multiple time periods: 1-month 5.57%, YTD 19.77%, 1-year 31.33%, 3-year 13.55%, 5-year 5.37%, 10-year 9.64%.

RTSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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