USRTX Mutual Fund

USRTX Mutual Fund

NAV$36.35
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Returns Overview

1 Month
-0.45%
3 Months
+3.80%
6 Months
+5.99%
YTD
+8.45%
1 Year
+15.54%
3 Years (annualized)
+15.04%
5 Years (annualized)
+10.30%

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)
+8.45%
Peer Avg (YTD)
+9.41%
vs Peers
-0.96%

USRTX Mutual Fund Performance

USRTX performance across multiple time periods: 1-month -0.45%, YTD 8.45%, 1-year 15.54%, 3-year 15.04%, 5-year 10.30%.

USRTX returns trail the peer average of 9.41% 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.