RRTDX Mutual Fund

RRTDX Mutual Fund

NAV$37.02
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Returns Overview

1 Month
-2.11%
3 Months
-0.38%
6 Months
+10.60%
YTD
+8.73%
1 Year
+12.16%
3 Years (annualized)
+15.88%
5 Years (annualized)
+7.27%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTDX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+7.10%
vs Peers
+1.63%

RRTDX Mutual Fund Performance

RRTDX performance across multiple time periods: 1-month -2.11%, YTD 8.73%, 1-year 12.16%, 3-year 15.88%, 5-year 7.27%, 10-year 10.45%.

RRTDX returns outperform the peer average of 7.10% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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