TRBIX Mutual Fund

TRBIX Mutual Fund

NAV$31.56
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Returns Overview

1 Month
-3.05%
3 Months
+4.97%
6 Months
+12.75%
YTD
+18.74%
1 Year
+33.86%
3 Years (annualized)
+14.28%
5 Years (annualized)
+6.61%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBIX 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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.74%
Peer Avg (YTD)
+15.31%
vs Peers
+3.43%

TRBIX Mutual Fund Performance

TRBIX performance across multiple time periods: 1-month -3.05%, YTD 18.74%, 1-year 33.86%, 3-year 14.28%, 5-year 6.61%, 10-year 10.30%.

TRBIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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