TRBPX Mutual Fund

TRBPX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
-0.35%
3 Months
+3.61%
6 Months
+7.49%
YTD
+10.47%
1 Year
+22.07%
3 Years (annualized)
+17.07%
5 Years (annualized)
+9.78%

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
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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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+6.99%
vs Peers
+3.48%

TRBPX Mutual Fund Performance

TRBPX performance across multiple time periods: 1-month -0.35%, YTD 10.47%, 1-year 22.07%, 3-year 17.07%, 5-year 9.78%.

TRBPX returns outperform the peer average of 6.99% 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.