RRSUX Mutual Fund

NAV$16.72

Returns Overview

1 Month
+0.18%
3 Months
+12.38%
6 Months
+11.15%
YTD
+10.32%
1 Year
+21.53%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRSUX 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 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+7.64%
vs Peers
+2.68%

RRSUX Mutual Fund Performance

RRSUX performance across multiple time periods: 1-month 0.18%, YTD 10.32%, 1-year 21.53%, 3-year 16.34%, 5-year 8.13%.

RRSUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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