RRTLX Mutual Fund

RRTLX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
-1.94%
3 Months
-1.28%
6 Months
+4.29%
YTD
+3.46%
1 Year
+5.24%
3 Years (annualized)
+5.32%
5 Years (annualized)
-2.39%
10 Years (annualized)
+0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTLX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+7.10%
vs Peers
-3.64%

RRTLX Mutual Fund Performance

RRTLX performance across multiple time periods: 1-month -1.94%, YTD 3.46%, 1-year 5.24%, 3-year 5.32%, 5-year -2.39%, 10-year 0.11%.

RRTLX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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