RTMTX

Mutual fund

$108.04 +$0.45 (+0.42%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $89.01High $109.44

Has RTMTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RTMTX returned +15.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RTMTX
+15.4%
S&P 500
+16.6%
Largest decline 
RTMTX
9.3%
S&P 500
8.9%
Risk-adjusted return 
RTMTX
0.91
S&P 500
0.97
Downside risk-adjusted return 
RTMTX
1.33
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRTMTXS&P 500
1 month +0.8% +0.6%
3 months +3.5% +3.4%
Year to date +12.3% +13.3%
1 year +15.4% +16.6%
3 years (annualized) +20.0% +23.1%

Volatility (1-year, annualized): 12.3% · Largest decline (max drawdown, since Oct 2021): 25.6%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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