RBCTX Mutual Fund

NAV$14.65

Returns Overview

3 Months
+5.14%
6 Months
+4.46%
YTD
+4.16%
1 Year
+9.88%
3 Years (annualized)
+10.58%
5 Years (annualized)
+5.09%
10 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBCTX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+7.64%
vs Peers
-3.48%

RBCTX Mutual Fund Performance

RBCTX performance across multiple time periods: YTD 4.16%, 1-year 9.88%, 3-year 10.58%, 5-year 5.09%, 10-year 6.40%.

RBCTX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

RBCTX performance comparison shows side-by-side returns with another fund. RBCTX alternatives are available in the Mutual Fund Screener.