RETTX Mutual Fund

NAV$33.73

Returns Overview

1 Month
+0.96%
3 Months
+7.75%
6 Months
+9.43%
YTD
+9.25%
1 Year
+11.78%
3 Years (annualized)
+8.97%
5 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RETTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+11.24%
vs Peers
-1.99%

RETTX Mutual Fund Performance

RETTX performance across multiple time periods: 1-month 0.96%, YTD 9.25%, 1-year 11.78%, 3-year 8.97%, 5-year 1.22%.

RETTX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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