RTSGX Mutual Fund

NAV$5.56

Returns Overview

1 Month
-6.87%
3 Months
+2.58%
6 Months
+0.18%
YTD
+3.73%
1 Year
+17.80%
3 Years (annualized)
+9.58%
5 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTSGX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+18.52%
vs Peers
-14.79%

RTSGX Mutual Fund Performance

RTSGX performance across multiple time periods: 1-month -6.87%, YTD 3.73%, 1-year 17.80%, 3-year 9.58%, 5-year 1.72%.

RTSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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