TRJWX Mutual Fund

TRJWX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
+1.12%
3 Months
+0.87%
6 Months
+2.88%
YTD
+5.93%
1 Year
+9.55%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRJWX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+3.78%
vs Peers
+2.15%

TRJWX Mutual Fund Performance

TRJWX performance across multiple time periods: 1-month 1.12%, YTD 5.93%, 1-year 9.55%, 3-year 9.33%, 5-year 4.43%, 10-year 6.21%.

TRJWX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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