RRTAX Mutual Fund

NAV$16.70

Returns Overview

1 Month
+0.06%
3 Months
+6.08%
6 Months
+5.47%
YTD
+5.14%
1 Year
+11.23%
3 Years (annualized)
+9.36%
5 Years (annualized)
+4.02%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTAX 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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+7.64%
vs Peers
-2.50%

RRTAX Mutual Fund Performance

RRTAX performance across multiple time periods: 1-month 0.06%, YTD 5.14%, 1-year 11.23%, 3-year 9.36%, 5-year 4.02%, 10-year 6.09%.

RRTAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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