RTIUX Mutual Fund

NAV$15.99

Returns Overview

1 Month
-0.81%
3 Months
+10.56%
6 Months
+10.25%
YTD
+8.97%
1 Year
+22.30%
3 Years (annualized)
+15.53%
5 Years (annualized)
+6.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTIUX 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
Tax-Managed International Equity Linked Benchmark
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+9.13%
vs Peers
-0.17%

RTIUX Mutual Fund Performance

RTIUX performance across multiple time periods: 1-month -0.81%, YTD 8.97%, 1-year 22.30%, 3-year 15.53%, 5-year 6.89%.

RTIUX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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