TRBCX Mutual Fund

TRBCX Mutual Fund

NAV$211.97
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Returns Overview

1 Month
-2.37%
3 Months
-1.98%
6 Months
+0.13%
YTD
-1.38%
1 Year
+4.38%
3 Years (annualized)
+19.22%
5 Years (annualized)
+7.38%
10 Years (annualized)
+15.05%

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)
-1.38%
Peer Avg (YTD)
+6.23%
vs Peers
-7.61%

TRBCX Mutual Fund Performance

TRBCX performance across multiple time periods: 1-month -2.37%, YTD -1.38%, 1-year 4.38%, 3-year 19.22%, 5-year 7.38%, 10-year 15.05%.

TRBCX returns trail the peer average of 6.23% 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.