TRBCX Mutual Fund

TRBCX Mutual Fund

NAV$221.06
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Returns Overview

1 Month
+3.38%
3 Months
-3.98%
6 Months
+8.27%
YTD
+1.95%
1 Year
+7.22%
3 Years (annualized)
+20.86%
5 Years (annualized)
+8.04%
10 Years (annualized)
+15.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBCX 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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+8.51%
vs Peers
-6.56%

TRBCX Mutual Fund Performance

TRBCX performance across multiple time periods: 1-month 3.38%, YTD 1.95%, 1-year 7.22%, 3-year 20.86%, 5-year 8.04%, 10-year 15.84%.

TRBCX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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