RTSSX Mutual Fund

NAV$51.39

Returns Overview

1 Month
+5.61%
3 Months
+19.39%
6 Months
+21.04%
YTD
+19.93%
1 Year
+31.70%
3 Years (annualized)
+13.88%
5 Years (annualized)
+5.66%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTSSX 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)
+19.93%
Peer Avg (YTD)
+18.52%
vs Peers
+1.41%

RTSSX Mutual Fund Performance

RTSSX performance across multiple time periods: 1-month 5.61%, YTD 19.93%, 1-year 31.70%, 3-year 13.88%, 5-year 5.66%, 10-year 9.94%.

RTSSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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