RRTBX Mutual Fund

NAV$20.52

Returns Overview

1 Month
+0.05%
3 Months
+6.78%
6 Months
+6.06%
YTD
+5.73%
1 Year
+12.32%
3 Years (annualized)
+10.72%
5 Years (annualized)
+4.84%
10 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTBX 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 Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.73%
Peer Avg (YTD)
+7.64%
vs Peers
-1.91%

RRTBX Mutual Fund Performance

RRTBX performance across multiple time periods: 1-month 0.05%, YTD 5.73%, 1-year 12.32%, 3-year 10.72%, 5-year 4.84%, 10-year 7.45%.

RRTBX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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