RRTBX Mutual Fund

RRTBX Mutual Fund

NAV$20.56
See how much of RRTBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.44%
3 Months
+1.61%
6 Months
+3.59%
YTD
+5.26%
1 Year
+11.35%
3 Years (annualized)
+9.81%
5 Years (annualized)
+4.60%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTBX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+6.99%
vs Peers
-1.73%

RRTBX Mutual Fund Performance

RRTBX performance across multiple time periods: 1-month -0.44%, YTD 5.26%, 1-year 11.35%, 3-year 9.81%, 5-year 4.60%, 10-year 7.09%.

RRTBX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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