RRTIX Mutual Fund

RRTIX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
-0.49%
3 Months
+1.22%
6 Months
+2.92%
YTD
+4.28%
1 Year
+8.48%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.40%
10 Years (annualized)
+5.46%

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
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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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+3.39%
vs Peers
+0.90%

RRTIX Mutual Fund Performance

RRTIX performance across multiple time periods: 1-month -0.49%, YTD 4.28%, 1-year 8.48%, 3-year 7.83%, 5-year 3.40%, 10-year 5.46%.

RRTIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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