RRTBX Mutual Fund

RRTBX Mutual Fund

NAV$20.26
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Returns Overview

1 Month
-1.95%
3 Months
-1.08%
6 Months
+5.63%
YTD
+4.58%
1 Year
+6.64%
3 Years (annualized)
+10.93%
5 Years (annualized)
+5.81%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTBX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+7.09%
vs Peers
-2.51%

RRTBX Mutual Fund Performance

RRTBX performance across multiple time periods: 1-month -1.95%, YTD 4.58%, 1-year 6.64%, 3-year 10.93%, 5-year 5.81%, 10-year 7.82%.

RRTBX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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