TRDBX Mutual Fund

NAV$21.16

Returns Overview

1 Month
+0.14%
3 Months
+6.99%
6 Months
+6.45%
YTD
+6.07%
1 Year
+13.18%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+7.64%
vs Peers
-1.57%

TRDBX Mutual Fund Performance

TRDBX performance across multiple time periods: 1-month 0.14%, YTD 6.07%, 1-year 13.18%.

TRDBX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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