RRTNX Mutual Fund

NAV$18.40

Returns Overview

1 Month
+0.11%
3 Months
+7.23%
6 Months
+6.48%
YTD
+6.05%
1 Year
+12.95%
3 Years (annualized)
+11.28%
5 Years (annualized)
+5.12%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTNX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+7.64%
vs Peers
-1.59%

RRTNX Mutual Fund Performance

RRTNX performance across multiple time periods: 1-month 0.11%, YTD 6.05%, 1-year 12.95%, 3-year 11.28%, 5-year 5.12%, 10-year 8.15%.

RRTNX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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