RRTDX Mutual Fund

RRTDX Mutual Fund

NAV$36.44
See how much of RRTDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.55%
3 Months
-0.63%
6 Months
+2.36%
YTD
+8.14%
1 Year
+10.31%
3 Years (annualized)
+17.49%
5 Years (annualized)
+6.55%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+6.71%
vs Peers
+1.43%

RRTDX Mutual Fund Performance

RRTDX performance across multiple time periods: 1-month -0.55%, YTD 8.14%, 1-year 10.31%, 3-year 17.49%, 5-year 6.55%, 10-year 10.26%.

RRTDX returns outperform the peer average of 6.71% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

RRTDX vs another fund shows side-by-side returns. RRTDX alternatives are available in the Mutual Fund Screener.