TRHBX Mutual Fund

TRHBX Mutual Fund

NAV$30.92
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Returns Overview

1 Month
-3.01%
3 Months
+5.01%
6 Months
+12.82%
YTD
+18.81%
1 Year
+34.05%
3 Years (annualized)
+14.99%
5 Years (annualized)
+7.05%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRHBX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.81%
Peer Avg (YTD)
+15.31%
vs Peers
+3.50%

TRHBX Mutual Fund Performance

TRHBX performance across multiple time periods: 1-month -3.01%, YTD 18.81%, 1-year 34.05%, 3-year 14.99%, 5-year 7.05%, 10-year 10.60%.

TRHBX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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