RTXCX Mutual Fund

RTXCX Mutual Fund

NAV$15.36
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Returns Overview

1 Month
+2.26%
3 Months
-0.96%
6 Months
+9.14%
YTD
+16.57%
1 Year
+26.22%
3 Years (annualized)
+10.01%
5 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXCX 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)
+16.57%
Peer Avg (YTD)
+9.42%
vs Peers
+7.15%

RTXCX Mutual Fund Performance

RTXCX performance across multiple time periods: 1-month 2.26%, YTD 16.57%, 1-year 26.22%, 3-year 10.01%, 5-year 5.73%.

RTXCX returns outperform the peer average of 9.42% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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