TRBQX Mutual Fund

TRBQX Mutual Fund

NAV$14.50
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Returns Overview

1 Month
-0.35%
3 Months
+3.44%
6 Months
+7.21%
YTD
+10.05%
1 Year
+22.17%
3 Years (annualized)
+16.42%
5 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBQX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+6.99%
vs Peers
+3.06%

TRBQX Mutual Fund Performance

TRBQX performance across multiple time periods: 1-month -0.35%, YTD 10.05%, 1-year 22.17%, 3-year 16.42%, 5-year 8.93%.

TRBQX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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