TRFJX Mutual Fund

TRFJX Mutual Fund

NAV$26.01
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Returns Overview

1 Month
-0.31%
3 Months
+2.79%
6 Months
+5.74%
YTD
+8.17%
1 Year
+17.19%
3 Years (annualized)
+13.69%
5 Years (annualized)
+7.19%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRFJX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+6.99%
vs Peers
+1.18%

TRFJX Mutual Fund Performance

TRFJX performance across multiple time periods: 1-month -0.31%, YTD 8.17%, 1-year 17.19%, 3-year 13.69%, 5-year 7.19%, 10-year 10.13%.

TRFJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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