RTSCX Mutual Fund

NAV$39.91

Returns Overview

1 Month
+5.50%
3 Months
+19.07%
6 Months
+20.42%
YTD
+19.35%
1 Year
+30.39%
3 Years (annualized)
+12.73%
5 Years (annualized)
+4.61%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTSCX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+19.35%
Peer Avg (YTD)
+18.52%
vs Peers
+0.83%

RTSCX Mutual Fund Performance

RTSCX performance across multiple time periods: 1-month 5.50%, YTD 19.35%, 1-year 30.39%, 3-year 12.73%, 5-year 4.61%, 10-year 8.85%.

RTSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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