TREHX Mutual Fund

TREHX Mutual Fund

NAV$18.75
See how much of TREHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.49%
3 Months
+1.22%
6 Months
+3.88%
YTD
+7.51%
1 Year
+12.16%
3 Years (annualized)
+11.03%
5 Years (annualized)
+5.50%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TREHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+8.76%
vs Peers
-1.24%

TREHX Mutual Fund Performance

TREHX performance across multiple time periods: 1-month 1.49%, YTD 7.51%, 1-year 12.16%, 3-year 11.03%, 5-year 5.50%, 10-year 8.34%.

TREHX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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