RTLAX
Tax-Managed U.S. Large Cap Fund Class A
$105.05−0.51 (−0.48%)Close Nov 12, 2026
Jun 1, 2010 – Nov 12, 2026, Dividends reinvested
- Final balance
- $71,767
- CAGR
- +12.73%
- Max drawdown
- −33.53%
- Sharpe ratio
- 0.78
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Growth of $10,000
Trailing returns (%)
RTLAX's average annual return was 12.78% over the last 10 years, through Nov 12, 2026. $10,000 in RTLAX on Nov 11, 2016 grew to $33,278 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −2.57%
- 3M
- −1.74%
- 6M
- +4.12%
- YTD
- +10.51%
- 1Y
- +10.65%
Per year
- 3Y
- +17.87%
- 5Y
- +8.89%
- 10Y
- +12.78%
- 15Y
- +12.59%
- Since 2010
- +12.73%
Annual returns
2010 from Jun 1 · 2026 through Nov 12
RTLAX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +10.51% |
| 2025 | +14.16% |
| 2024 | +20.15% |
| 2023 | +24.42% |
| 2022 | −19.15% |
| 2021 | +24.51% |
| 2020 | +17.42% |
| 2019 | +28.62% |
| 2018 | −7.23% |
| 2017 | +20.73% |
| 2016 | +8.81% |
| 2015 | +1.19% |
| 2014 | +11.52% |
| 2013 | +31.04% |
Metrics
Since 2010| Volatility | 17.24% |
|---|---|
| Sortino ratio | 1.10 |
| Calmar ratio | 0.38 |
| Best year, 2013 | +31.04% |
| Worst year, 2022 | −19.15% |
| Positive years | 12 of 15 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2010| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.5% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −25.8% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −21.4% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
| −19.6% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.9% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |