RRTFX Mutual Fund

RRTFX Mutual Fund

NAV$23.55
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Returns Overview

1 Month
-2.10%
6 Months
+12.25%
YTD
+10.12%
1 Year
+13.93%
3 Years (annualized)
+17.28%
5 Years (annualized)
+8.16%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+7.09%
vs Peers
+3.04%

RRTFX Mutual Fund Performance

RRTFX performance across multiple time periods: 1-month -2.10%, YTD 10.12%, 1-year 13.93%, 3-year 17.28%, 5-year 8.16%, 10-year 11.13%.

RRTFX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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