RTRRX Mutual Fund

RTRRX Mutual Fund

NAV$8.02
See how much of RTRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.05%
3 Months
-6.61%
6 Months
+7.01%
YTD
+5.56%
1 Year
+6.82%
3 Years (annualized)
+14.68%
5 Years (annualized)
+8.78%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTRRX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+10.34%
vs Peers
-4.78%

RTRRX Mutual Fund Performance

RTRRX performance across multiple time periods: 1-month -6.05%, YTD 5.56%, 1-year 6.82%, 3-year 14.68%, 5-year 8.78%, 10-year 9.53%.

RTRRX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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