TRJMX Mutual Fund

TRJMX Mutual Fund

NAV$25.31
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Returns Overview

1 Month
-0.87%
3 Months
-0.55%
6 Months
+3.07%
YTD
+9.90%
1 Year
+12.53%
3 Years (annualized)
+16.28%
5 Years (annualized)
+8.90%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRJMX 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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+6.70%
vs Peers
+3.20%

TRJMX Mutual Fund Performance

TRJMX performance across multiple time periods: 1-month -0.87%, YTD 9.90%, 1-year 12.53%, 3-year 16.28%, 5-year 8.90%, 10-year 11.55%.

TRJMX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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