TRPUX Mutual Fund

TRPUX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
+1.25%
3 Months
+0.95%
6 Months
+3.14%
YTD
+6.43%
1 Year
+10.40%
3 Years (annualized)
+9.85%
5 Years (annualized)
+4.74%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPUX 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
S&P Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+8.76%
vs Peers
-2.33%

TRPUX Mutual Fund Performance

TRPUX performance across multiple time periods: 1-month 1.25%, YTD 6.43%, 1-year 10.40%, 3-year 9.85%, 5-year 4.74%, 10-year 6.57%.

TRPUX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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