TRFOX Mutual Fund

TRFOX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
+2.25%
3 Months
+2.25%
6 Months
+6.55%
YTD
+12.17%
1 Year
+19.36%
3 Years (annualized)
+16.59%
5 Years (annualized)
+7.92%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRFOX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+8.76%
vs Peers
+3.41%

TRFOX Mutual Fund Performance

TRFOX performance across multiple time periods: 1-month 2.25%, YTD 12.17%, 1-year 19.36%, 3-year 16.59%, 5-year 7.92%, 10-year 10.91%.

TRFOX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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