TRDBX Mutual Fund

TRDBX Mutual Fund

NAV$21.25
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Returns Overview

1 Month
-0.38%
3 Months
+1.80%
6 Months
+3.98%
YTD
+5.67%
1 Year
+12.24%
3 Years (annualized)
+10.56%
5 Years (annualized)
+5.23%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRDBX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+6.99%
vs Peers
-1.33%

TRDBX Mutual Fund Performance

TRDBX performance across multiple time periods: 1-month -0.38%, YTD 5.67%, 1-year 12.24%, 3-year 10.56%, 5-year 5.23%, 10-year 7.68%.

TRDBX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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