RTJXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.16%
3 Months
+0.49%
6 Months
+0.87%
YTD
+0.87%
1 Year
+1.92%
3 Years (annualized)
+2.32%
5 Years (annualized)
+1.76%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTJXX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+1.70%
vs Peers
-0.83%

RTJXX Mutual Fund Performance

RTJXX performance across multiple time periods: 1-month 0.16%, YTD 0.87%, 1-year 1.92%, 3-year 2.32%, 5-year 1.76%, 10-year 1.03%.

RTJXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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