RTSGX Mutual Fund

RTSGX Mutual Fund

NAV$5.78
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Returns Overview

1 Month
-8.25%
3 Months
+0.91%
6 Months
+2.58%
YTD
+3.73%
1 Year
+5.40%
3 Years (annualized)
+3.05%
5 Years (annualized)
-1.53%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTSGX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+15.31%
vs Peers
-11.58%

RTSGX Mutual Fund Performance

RTSGX performance across multiple time periods: 1-month -8.25%, YTD 3.73%, 1-year 5.40%, 3-year 3.05%, 5-year -1.53%, 10-year 8.35%.

RTSGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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