RRTVX Mutual Fund

RRTVX Mutual Fund

NAV$24.49
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Returns Overview

1 Month
-0.97%
3 Months
-0.73%
6 Months
+2.69%
YTD
+9.30%
1 Year
+11.76%
3 Years (annualized)
+19.01%
5 Years (annualized)
+7.40%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTVX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+14.77%
vs Peers
-5.47%

RRTVX Mutual Fund Performance

RRTVX performance across multiple time periods: 1-month -0.97%, YTD 9.30%, 1-year 11.76%, 3-year 19.01%, 5-year 7.40%, 10-year 10.90%.

RRTVX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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