RTSAX Mutual Fund

RTSAX Mutual Fund

NAV$46.00
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Returns Overview

1 Month
+2.04%
3 Months
-3.39%
6 Months
+0.26%
YTD
+10.68%
1 Year
+13.88%
3 Years (annualized)
+14.96%
5 Years (annualized)
+3.32%
10 Years (annualized)
+8.76%

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)
+10.68%
Peer Avg (YTD)
+12.21%
vs Peers
-1.53%

RTSAX Mutual Fund Performance

RTSAX performance across multiple time periods: 1-month 2.04%, YTD 10.68%, 1-year 13.88%, 3-year 14.96%, 5-year 3.32%, 10-year 8.76%.

RTSAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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