TRRKX Mutual Fund

TRRKX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
-0.18%
3 Months
+3.45%
6 Months
+7.03%
YTD
+9.96%
1 Year
+20.56%
3 Years (annualized)
+15.64%
5 Years (annualized)
+8.53%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRKX 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 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+6.99%
vs Peers
+2.96%

TRRKX Mutual Fund Performance

TRRKX performance across multiple time periods: 1-month -0.18%, YTD 9.96%, 1-year 20.56%, 3-year 15.64%, 5-year 8.53%, 10-year 11.36%.

TRRKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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