RTISX Mutual Fund

NAV$14.20

Returns Overview

1 Month
-0.07%
3 Months
+7.19%
6 Months
+8.78%
YTD
+7.85%
1 Year
+18.62%
3 Years (annualized)
+16.20%
5 Years (annualized)
+8.89%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTISX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Multifactor International Equity Linked Benchmark
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+9.51%
vs Peers
-1.65%

RTISX Mutual Fund Performance

RTISX performance across multiple time periods: 1-month -0.07%, YTD 7.85%, 1-year 18.62%, 3-year 16.20%, 5-year 8.89%, 10-year 8.79%.

RTISX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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