TRPBX Mutual Fund

TRPBX Mutual Fund

NAV$26.46
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Returns Overview

1 Month
-0.08%
3 Months
-0.34%
6 Months
+1.70%
YTD
+6.42%
1 Year
+8.51%
3 Years (annualized)
+14.40%
5 Years (annualized)
+5.15%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPBX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+5.30%
vs Peers
+1.11%

TRPBX Mutual Fund Performance

TRPBX performance across multiple time periods: 1-month -0.08%, YTD 6.42%, 1-year 8.51%, 3-year 14.40%, 5-year 5.15%, 10-year 8.22%.

TRPBX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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