RRTLX Mutual Fund

NAV$13.44

Returns Overview

1 Month
+0.08%
3 Months
+5.63%
6 Months
+5.13%
YTD
+4.80%
1 Year
+10.55%
3 Years (annualized)
+8.98%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+7.64%
vs Peers
-2.84%

RRTLX Mutual Fund Performance

RRTLX performance across multiple time periods: 1-month 0.08%, YTD 4.80%, 1-year 10.55%, 3-year 8.98%, 5-year 3.78%, 10-year 5.65%.

RRTLX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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