TRJIX Mutual Fund

TRJIX Mutual Fund

NAV$10.65
See how much of TRJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.24%
3 Months
-1.11%
6 Months
-1.18%
YTD
+0.77%
1 Year
+5.37%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRJIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+0.15%
vs Peers
+0.62%

TRJIX Mutual Fund Performance

TRJIX performance across multiple time periods: 1-month -0.24%, YTD 0.77%, 1-year 5.37%, 3-year 3.73%, 5-year 0.74%, 10-year 2.13%.

TRJIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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