RTXAX Mutual Fund

RTXAX Mutual Fund

NAV$15.85
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Returns Overview

1 Month
+2.30%
3 Months
-0.76%
6 Months
+9.47%
YTD
+17.40%
1 Year
+27.09%
3 Years (annualized)
+10.83%
5 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXAX 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
S&P Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+17.40%
Peer Avg (YTD)
+9.42%
vs Peers
+7.98%

RTXAX Mutual Fund Performance

RTXAX performance across multiple time periods: 1-month 2.30%, YTD 17.40%, 1-year 27.09%, 3-year 10.83%, 5-year 6.52%.

RTXAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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