RTSCX Mutual Fund

RTSCX Mutual Fund

NAV$38.71
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Returns Overview

1 Month
-4.40%
3 Months
+3.59%
6 Months
+9.51%
YTD
+15.12%
1 Year
+22.75%
3 Years (annualized)
+9.51%
5 Years (annualized)
+3.76%
10 Years (annualized)
+7.95%

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
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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)
+15.12%
Peer Avg (YTD)
+15.31%
vs Peers
-0.19%

RTSCX Mutual Fund Performance

RTSCX performance across multiple time periods: 1-month -4.40%, YTD 15.12%, 1-year 22.75%, 3-year 9.51%, 5-year 3.76%, 10-year 7.95%.

RTSCX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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