RRTLX Mutual Fund

RRTLX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+1.13%
3 Months
+0.75%
6 Months
+2.60%
YTD
+5.51%
1 Year
+8.98%
3 Years (annualized)
+5.32%
5 Years (annualized)
-2.39%
10 Years (annualized)
+0.11%

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
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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)
+5.51%
Peer Avg (YTD)
+8.76%
vs Peers
-3.25%

RRTLX Mutual Fund Performance

RRTLX performance across multiple time periods: 1-month 1.13%, YTD 5.51%, 1-year 8.98%, 3-year 5.32%, 5-year -2.39%, 10-year 0.11%.

RRTLX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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