RRTPX Mutual Fund

RRTPX Mutual Fund

NAV$24.57
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Returns Overview

1 Month
-0.36%
3 Months
+2.62%
6 Months
+5.39%
YTD
+7.79%
1 Year
+16.42%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.55%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTPX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+6.99%
vs Peers
+0.79%

RRTPX Mutual Fund Performance

RRTPX performance across multiple time periods: 1-month -0.36%, YTD 7.79%, 1-year 16.42%, 3-year 12.94%, 5-year 6.55%, 10-year 9.52%.

RRTPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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