TRBPX Mutual Fund

TRBPX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
+2.51%
3 Months
+2.15%
6 Months
+7.84%
YTD
+13.24%
1 Year
+21.31%
3 Years (annualized)
+18.76%
5 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBPX 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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+8.76%
vs Peers
+4.48%

TRBPX Mutual Fund Performance

TRBPX performance across multiple time periods: 1-month 2.51%, YTD 13.24%, 1-year 21.31%, 3-year 18.76%, 5-year 9.57%.

TRBPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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