TRBUX Mutual Fund

TRBUX Mutual Fund

NAV$5.07
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Returns Overview

1 Month
+0.39%
3 Months
+0.91%
6 Months
+1.77%
YTD
+2.14%
1 Year
+3.91%
3 Years (annualized)
+5.32%
5 Years (annualized)
+3.56%
10 Years (annualized)
+3.01%

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)
+2.14%
Peer Avg (YTD)
+0.12%
vs Peers
+2.02%

TRBUX Mutual Fund Performance

TRBUX performance across multiple time periods: 1-month 0.39%, YTD 2.14%, 1-year 3.91%, 3-year 5.32%, 5-year 3.56%, 10-year 3.01%.

TRBUX returns outperform the peer average of 0.12% 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.