RTNAX Mutual Fund

NAV$15.89

Returns Overview

1 Month
-0.88%
3 Months
+10.47%
6 Months
+10.08%
YTD
+8.80%
1 Year
+21.95%
3 Years (annualized)
+15.13%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTNAX 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)
+8.80%
Peer Avg (YTD)
+9.13%
vs Peers
-0.33%

RTNAX Mutual Fund Performance

RTNAX performance across multiple time periods: 1-month -0.88%, YTD 8.80%, 1-year 21.95%, 3-year 15.13%, 5-year 6.50%, 10-year 7.96%.

RTNAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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