TRBFX Mutual Fund

TRBFX Mutual Fund

NAV$4.69
See how much of TRBFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.09%
3 Months
-0.34%
6 Months
+0.37%
YTD
+1.41%
1 Year
+1.30%
3 Years (annualized)
+3.33%
5 Years (annualized)
+1.23%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+2.15%
vs Peers
-0.74%

TRBFX Mutual Fund Performance

TRBFX performance across multiple time periods: 1-month 0.09%, YTD 1.41%, 1-year 1.30%, 3-year 3.33%, 5-year 1.23%, 10-year 2.28%.

TRBFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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