TRRJX Mutual Fund

TRRJX Mutual Fund

NAV$26.04
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Returns Overview

1 Month
+0.24%
3 Months
+9.96%
6 Months
+9.07%
YTD
+8.42%
1 Year
+21.10%
3 Years (annualized)
+15.76%
5 Years (annualized)
+7.85%
10 Years (annualized)
+10.82%

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)
+8.42%
Peer Avg (YTD)
+7.64%
vs Peers
+0.78%

TRRJX Mutual Fund Performance

TRRJX performance across multiple time periods: 1-month 0.24%, YTD 8.42%, 1-year 21.10%, 3-year 15.76%, 5-year 7.85%, 10-year 10.82%.

TRRJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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