TRHRX Mutual Fund

TRHRX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
+1.89%
3 Months
+1.78%
6 Months
+5.21%
YTD
+9.91%
1 Year
+15.89%
3 Years (annualized)
+17.34%
5 Years (annualized)
+8.21%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRHRX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+8.76%
vs Peers
+1.16%

TRHRX Mutual Fund Performance

TRHRX performance across multiple time periods: 1-month 1.89%, YTD 9.91%, 1-year 15.89%, 3-year 17.34%, 5-year 8.21%, 10-year 10.44%.

TRHRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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