TRBCX Mutual Fund

NAV$215.61

Returns Overview

1 Month
-4.86%
3 Months
+13.27%
6 Months
+0.55%
YTD
+1.01%
1 Year
+10.79%
3 Years (annualized)
+20.05%
5 Years (annualized)
+8.45%
10 Years (annualized)
+15.99%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+8.97%
vs Peers
-7.96%

TRBCX Mutual Fund Performance

TRBCX performance across multiple time periods: 1-month -4.86%, YTD 1.01%, 1-year 10.79%, 3-year 20.05%, 5-year 8.45%, 10-year 15.99%.

TRBCX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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