RRTRX Mutual Fund

RRTRX Mutual Fund

NAV$27.07
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Returns Overview

1 Month
-0.77%
3 Months
-0.66%
6 Months
+2.58%
YTD
+8.90%
1 Year
+11.31%
3 Years (annualized)
+18.55%
5 Years (annualized)
+7.16%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTRX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+14.77%
vs Peers
-5.87%

RRTRX Mutual Fund Performance

RRTRX performance across multiple time periods: 1-month -0.77%, YTD 8.90%, 1-year 11.31%, 3-year 18.55%, 5-year 7.16%, 10-year 10.78%.

RRTRX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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