TRBUX Mutual Fund

TRBUX Mutual Fund

NAV$5.06
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Returns Overview

1 Month
+0.34%
3 Months
+0.89%
6 Months
+1.77%
YTD
+2.49%
1 Year
+4.26%
3 Years (annualized)
+5.24%
5 Years (annualized)
+3.63%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBUX 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
Bloomberg Short-Term Government/Corporate Index(BBGSTGCI)
This Mutual Fund (YTD)
+2.49%
Peer Avg (YTD)
+2.15%
vs Peers
+0.33%

TRBUX Mutual Fund Performance

TRBUX performance across multiple time periods: 1-month 0.34%, YTD 2.49%, 1-year 4.26%, 3-year 5.24%, 5-year 3.63%, 10-year 3.04%.

TRBUX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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