TRRHX Mutual Fund

NAV$19.01

Returns Overview

1 Month
+0.11%
3 Months
+7.36%
6 Months
+6.69%
YTD
+6.27%
1 Year
+17.09%
3 Years (annualized)
+12.98%
5 Years (annualized)
+6.30%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+7.64%
vs Peers
-1.37%

TRRHX Mutual Fund Performance

TRRHX performance across multiple time periods: 1-month 0.11%, YTD 6.27%, 1-year 17.09%, 3-year 12.98%, 5-year 6.30%, 10-year 9.03%.

TRRHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

TRRHX performance comparison shows side-by-side returns with another fund. TRRHX alternatives are available in the Mutual Fund Screener.