RRTIX Mutual Fund

NAV$14.73

Returns Overview

1 Month
-0.07%
3 Months
+5.51%
6 Months
+4.96%
YTD
+4.66%
1 Year
+9.33%
3 Years (annualized)
+8.53%
5 Years (annualized)
+3.64%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+4.14%
vs Peers
+0.52%

RRTIX Mutual Fund Performance

RRTIX performance across multiple time periods: 1-month -0.07%, YTD 4.66%, 1-year 9.33%, 3-year 8.53%, 5-year 3.64%, 10-year 5.70%.

RRTIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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