TRBIX Mutual Fund

TRBIX Mutual Fund

NAV$29.89
See how much of TRBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.97%
3 Months
+1.56%
6 Months
+12.94%
YTD
+19.89%
1 Year
+26.24%
3 Years (annualized)
+16.53%
5 Years (annualized)
+6.30%
10 Years (annualized)
+10.19%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.89%
Peer Avg (YTD)
+15.20%
vs Peers
+4.69%

TRBIX Mutual Fund Performance

TRBIX performance across multiple time periods: 1-month 0.97%, YTD 19.89%, 1-year 26.24%, 3-year 16.53%, 5-year 6.30%, 10-year 10.19%.

TRBIX returns outperform the peer average of 15.20% 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.