RTNCX Mutual Fund

NAV$15.76

Returns Overview

1 Month
-0.95%
3 Months
+10.28%
6 Months
+9.66%
YTD
+8.37%
1 Year
+21.01%
3 Years (annualized)
+14.29%
5 Years (annualized)
+5.71%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTNCX 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)
+8.37%
Peer Avg (YTD)
+9.13%
vs Peers
-0.76%

RTNCX Mutual Fund Performance

RTNCX performance across multiple time periods: 1-month -0.95%, YTD 8.37%, 1-year 21.01%, 3-year 14.29%, 5-year 5.71%, 10-year 7.16%.

RTNCX returns trail the peer average of 9.13% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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