TRHRX Mutual Fund

TRHRX Mutual Fund

NAV$19.42
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Returns Overview

1 Month
-0.31%
3 Months
+2.64%
6 Months
+5.54%
YTD
+7.88%
1 Year
+16.50%
3 Years (annualized)
+13.18%
5 Years (annualized)
+6.80%
10 Years (annualized)
+10.28%

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)
+7.88%
Peer Avg (YTD)
+6.99%
vs Peers
+0.88%

TRHRX Mutual Fund Performance

TRHRX performance across multiple time periods: 1-month -0.31%, YTD 7.88%, 1-year 16.50%, 3-year 13.18%, 5-year 6.80%, 10-year 10.28%.

TRHRX returns outperform the peer average of 6.99% 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.