RTXSX Mutual Fund

RTXSX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
+0.38%
3 Months
+1.09%
6 Months
+2.54%
YTD
+17.74%
1 Year
+22.44%
3 Years (annualized)
+12.85%
5 Years (annualized)
+6.65%

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)
+17.74%
Peer Avg (YTD)
+10.17%
vs Peers
+7.57%

RTXSX Mutual Fund Performance

RTXSX performance across multiple time periods: 1-month 0.38%, YTD 17.74%, 1-year 22.44%, 3-year 12.85%, 5-year 6.65%.

RTXSX returns outperform the peer average of 10.17% 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.