RRTRX Mutual Fund

RRTRX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
+2.28%
3 Months
+2.24%
6 Months
+6.50%
YTD
+12.12%
1 Year
+19.25%
3 Years (annualized)
+16.94%
5 Years (annualized)
+7.93%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTRX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+8.76%
vs Peers
+3.36%

RRTRX Mutual Fund Performance

RRTRX performance across multiple time periods: 1-month 2.28%, YTD 12.12%, 1-year 19.25%, 3-year 16.94%, 5-year 7.93%, 10-year 11.00%.

RRTRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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