RRTPX Mutual Fund

NAV$25.08

Returns Overview

1 Month
+0.20%
3 Months
+9.81%
6 Months
+8.80%
YTD
+8.18%
1 Year
+17.32%
3 Years (annualized)
+14.15%
5 Years (annualized)
+6.75%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTPX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+7.64%
vs Peers
+0.54%

RRTPX Mutual Fund Performance

RRTPX performance across multiple time periods: 1-month 0.20%, YTD 8.18%, 1-year 17.32%, 3-year 14.15%, 5-year 6.75%, 10-year 9.68%.

RRTPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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