TRRBX Mutual Fund

TRRBX Mutual Fund

NAV$21.27
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Returns Overview

1 Month
-0.38%
3 Months
+1.70%
6 Months
+3.87%
YTD
+5.55%
1 Year
+12.01%
3 Years (annualized)
+10.41%
5 Years (annualized)
+5.15%
10 Years (annualized)
+7.63%

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
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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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+6.99%
vs Peers
-1.44%

TRRBX Mutual Fund Performance

TRRBX performance across multiple time periods: 1-month -0.38%, YTD 5.55%, 1-year 12.01%, 3-year 10.41%, 5-year 5.15%, 10-year 7.63%.

TRRBX returns trail the peer average of 6.99% 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.