RTSAX Mutual Fund

RTSAX Mutual Fund

NAV$45.98
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Returns Overview

1 Month
-0.44%
3 Months
+0.53%
6 Months
+7.18%
YTD
+15.08%
1 Year
+17.01%
3 Years (annualized)
+11.57%
5 Years (annualized)
+4.01%
10 Years (annualized)
+8.59%

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)
+15.08%
Peer Avg (YTD)
+15.20%
vs Peers
-0.12%

RTSAX Mutual Fund Performance

RTSAX performance across multiple time periods: 1-month -0.44%, YTD 15.08%, 1-year 17.01%, 3-year 11.57%, 5-year 4.01%, 10-year 8.59%.

RTSAX returns trail the peer average of 15.20% 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.