USRTX Mutual Fund

USRTX Mutual Fund

NAV$36.29
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Returns Overview

1 Month
+1.60%
3 Months
+1.43%
6 Months
+6.45%
YTD
+10.19%
1 Year
+15.77%
3 Years (annualized)
+15.95%
5 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USRTX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+11.21%
vs Peers
-1.02%

USRTX Mutual Fund Performance

USRTX performance across multiple time periods: 1-month 1.60%, YTD 10.19%, 1-year 15.77%, 3-year 15.95%, 5-year 10.00%.

USRTX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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