RRTDX Mutual Fund

RRTDX Mutual Fund

NAV$37.52
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Returns Overview

1 Month
-0.30%
3 Months
+3.01%
6 Months
+6.17%
YTD
+8.82%
1 Year
+18.38%
3 Years (annualized)
+14.13%
5 Years (annualized)
+7.31%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTDX 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
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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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+6.99%
vs Peers
+1.83%

RRTDX Mutual Fund Performance

RRTDX performance across multiple time periods: 1-month -0.30%, YTD 8.82%, 1-year 18.38%, 3-year 14.13%, 5-year 7.31%, 10-year 10.27%.

RRTDX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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