TipRanks
Go Ultimate75% OFF

Tax-Managed U.S. Large Cap Fund Class S (RETSX) Performance

Explore the performance of Tax-Managed U.S. Large Cap Fund Class S compared to the S&P Index and the Equity category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 29,421.01SPY
  • 27,525.17RETSX
  • 28,463.38Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%7.83%
RETSX27.93%17.15%24.65%-19.79%24.07%19.87%14.20%7.93%