RRTMX Mutual Fund

RRTMX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
+0.37%
3 Months
-0.36%
6 Months
+1.11%
YTD
+4.58%
1 Year
+5.81%
3 Years (annualized)
+11.64%
5 Years (annualized)
+4.02%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTMX 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
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📉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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+6.70%
vs Peers
-2.12%

RRTMX Mutual Fund Performance

RRTMX performance across multiple time periods: 1-month 0.37%, YTD 4.58%, 1-year 5.81%, 3-year 11.64%, 5-year 4.02%, 10-year 6.55%.

RRTMX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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