RRTVX Mutual Fund

RRTVX Mutual Fund

NAV$25.14
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Returns Overview

1 Month
+2.35%
3 Months
+2.35%
6 Months
+6.91%
YTD
+12.70%
1 Year
+20.05%
3 Years (annualized)
+17.43%
5 Years (annualized)
+8.21%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+8.76%
vs Peers
+3.94%

RRTVX Mutual Fund Performance

RRTVX performance across multiple time periods: 1-month 2.35%, YTD 12.70%, 1-year 20.05%, 3-year 17.43%, 5-year 8.21%, 10-year 11.13%.

RRTVX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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