RRTMX Mutual Fund

RRTMX Mutual Fund

NAV$13.78
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Returns Overview

1 Month
-1.94%
3 Months
-1.16%
6 Months
+5.24%
YTD
+4.20%
1 Year
+6.20%
3 Years (annualized)
+10.50%
5 Years (annualized)
+4.38%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRTMX 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
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📉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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+7.09%
vs Peers
-2.89%

RRTMX Mutual Fund Performance

RRTMX performance across multiple time periods: 1-month -1.94%, YTD 4.20%, 1-year 6.20%, 3-year 10.50%, 5-year 4.38%, 10-year 6.60%.

RRTMX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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