RTRPX Mutual Fund

RTRPX Mutual Fund

NAV$13.05
See how much of RTRPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.23%
3 Months
+1.37%
6 Months
+2.70%
YTD
+4.23%
1 Year
+10.07%
3 Years (annualized)
+9.51%
5 Years (annualized)
+4.74%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTRPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+3.39%
vs Peers
+0.84%

RTRPX Mutual Fund Performance

RTRPX performance across multiple time periods: 1-month 0.23%, YTD 4.23%, 1-year 10.07%, 3-year 9.51%, 5-year 4.74%, 10-year 5.72%.

RTRPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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