TRRDX Mutual Fund

TRRDX Mutual Fund

NAV$38.76
See how much of TRRDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.26%
3 Months
+3.14%
6 Months
+6.45%
YTD
+9.13%
1 Year
+18.96%
3 Years (annualized)
+14.71%
5 Years (annualized)
+8.44%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRDX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+6.99%
vs Peers
+2.13%

TRRDX Mutual Fund Performance

TRRDX performance across multiple time periods: 1-month -0.26%, YTD 9.13%, 1-year 18.96%, 3-year 14.71%, 5-year 8.44%, 10-year 11.13%.

TRRDX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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