RTXMX Mutual Fund

NAV$15.58

Returns Overview

1 Month
-1.61%
3 Months
+1.39%
6 Months
+14.67%
YTD
+13.48%
1 Year
+24.94%
3 Years (annualized)
+11.76%
5 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTXMX 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)
+13.48%
Peer Avg (YTD)
+9.13%
vs Peers
+4.35%

RTXMX Mutual Fund Performance

RTXMX performance across multiple time periods: 1-month -1.61%, YTD 13.48%, 1-year 24.94%, 3-year 11.76%, 5-year 6.71%.

RTXMX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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