RRTAX Mutual Fund

RRTAX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
-0.42%
3 Months
+1.35%
6 Months
+3.19%
YTD
+4.69%
1 Year
+10.34%
3 Years (annualized)
+8.54%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.81%

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)
+4.69%
Peer Avg (YTD)
+6.99%
vs Peers
-2.30%

RRTAX Mutual Fund Performance

RRTAX performance across multiple time periods: 1-month -0.42%, YTD 4.69%, 1-year 10.34%, 3-year 8.54%, 5-year 3.78%, 10-year 5.81%.

RRTAX returns trail the peer average of 6.99% 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.