RTRRX Mutual Fund

RTRRX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
+2.64%
3 Months
+9.20%
6 Months
+10.34%
YTD
+16.03%
1 Year
+21.97%
3 Years (annualized)
+11.42%
5 Years (annualized)
+7.90%
10 Years (annualized)
+8.97%

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)
+16.03%
Peer Avg (YTD)
+15.31%
vs Peers
+0.71%

RTRRX Mutual Fund Performance

RTRRX performance across multiple time periods: 1-month 2.64%, YTD 16.03%, 1-year 21.97%, 3-year 11.42%, 5-year 7.90%, 10-year 8.97%.

RTRRX returns outperform the peer average of 15.31% 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.