RTXCX Mutual Fund

NAV$15.36

Returns Overview

1 Month
-1.70%
3 Months
+1.07%
6 Months
+13.99%
YTD
+12.88%
1 Year
+23.54%
3 Years (annualized)
+10.54%
5 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXCX 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
S&P Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+9.13%
vs Peers
+3.75%

RTXCX Mutual Fund Performance

RTXCX performance across multiple time periods: 1-month -1.70%, YTD 12.88%, 1-year 23.54%, 3-year 10.54%, 5-year 5.55%.

RTXCX returns outperform the peer average of 9.13% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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