TRFOX Mutual Fund

TRFOX Mutual Fund

NAV$22.88
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Returns Overview

1 Month
-0.22%
3 Months
+3.29%
6 Months
+6.86%
YTD
+9.70%
1 Year
+20.04%
3 Years (annualized)
+14.78%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.72%

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)
+9.70%
Peer Avg (YTD)
+6.99%
vs Peers
+2.71%

TRFOX Mutual Fund Performance

TRFOX performance across multiple time periods: 1-month -0.22%, YTD 9.70%, 1-year 20.04%, 3-year 14.78%, 5-year 7.96%, 10-year 10.72%.

TRFOX returns outperform the peer average of 6.99% 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.