RTRRX Mutual Fund

RTRRX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
-3.16%
3 Months
+6.29%
6 Months
+9.25%
YTD
+12.36%
1 Year
+11.03%
3 Years (annualized)
+14.68%
5 Years (annualized)
+8.78%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTRRX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.36%
Peer Avg (YTD)
+15.20%
vs Peers
-2.84%

RTRRX Mutual Fund Performance

RTRRX performance across multiple time periods: 1-month -3.16%, YTD 12.36%, 1-year 11.03%, 3-year 14.68%, 5-year 8.78%, 10-year 9.53%.

RTRRX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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