RRTAX Mutual Fund

RRTAX Mutual Fund

NAV$16.54
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Returns Overview

1 Month
+1.21%
3 Months
+0.84%
6 Months
+2.83%
YTD
+5.96%
1 Year
+9.73%
3 Years (annualized)
+10.14%
5 Years (annualized)
+4.12%
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
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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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+8.76%
vs Peers
-2.80%

RRTAX Mutual Fund Performance

RRTAX performance across multiple time periods: 1-month 1.21%, YTD 5.96%, 1-year 9.73%, 3-year 10.14%, 5-year 4.12%, 10-year 6.09%.

RRTAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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