RBJTX Mutual Fund

RBJTX Mutual Fund

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Returns Overview

1 Month
-2.87%
3 Months
-2.28%
6 Months
+1.98%
YTD
+1.34%
1 Year
+3.44%
3 Years (annualized)
+9.68%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBJTX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+7.09%
vs Peers
-5.75%

RBJTX Mutual Fund Performance

RBJTX performance across multiple time periods: 1-month -2.87%, YTD 1.34%, 1-year 3.44%, 3-year 9.68%, 5-year 4.26%, 10-year 5.63%.

RBJTX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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