TRRBX Mutual Fund

TRRBX Mutual Fund

NAV$21.01
See how much of TRRBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.39%
3 Months
+1.10%
6 Months
+3.52%
YTD
+7.02%
1 Year
+11.43%
3 Years (annualized)
+11.51%
5 Years (annualized)
+5.14%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRBX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+8.76%
vs Peers
-1.74%

TRRBX Mutual Fund Performance

TRRBX performance across multiple time periods: 1-month 1.39%, YTD 7.02%, 1-year 11.43%, 3-year 11.51%, 5-year 5.14%, 10-year 7.74%.

TRRBX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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