RTXSX Mutual Fund

RTXSX Mutual Fund

NAV$15.47
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Returns Overview

1 Month
+3.90%
3 Months
-1.47%
6 Months
-2.15%
YTD
+14.46%
1 Year
+18.04%
3 Years (annualized)
+15.47%
5 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXSX 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
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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)
+14.46%
Peer Avg (YTD)
+8.05%
vs Peers
+6.40%

RTXSX Mutual Fund Performance

RTXSX performance across multiple time periods: 1-month 3.90%, YTD 14.46%, 1-year 18.04%, 3-year 15.47%, 5-year 5.67%.

RTXSX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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