TRRJX Mutual Fund

TRRJX Mutual Fund

NAV$25.36
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Returns Overview

1 Month
-0.31%
3 Months
+2.75%
6 Months
+5.65%
YTD
+8.08%
1 Year
+16.96%
3 Years (annualized)
+13.49%
5 Years (annualized)
+7.08%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRJX 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
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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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+6.99%
vs Peers
+1.09%

TRRJX Mutual Fund Performance

TRRJX performance across multiple time periods: 1-month -0.31%, YTD 8.08%, 1-year 16.96%, 3-year 13.49%, 5-year 7.08%, 10-year 10.07%.

TRRJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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