TRRMX Mutual Fund

TRRMX Mutual Fund

NAV$23.94
See how much of TRRMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.87%
3 Months
-0.58%
6 Months
+2.93%
YTD
+9.58%
1 Year
+12.15%
3 Years (annualized)
+19.45%
5 Years (annualized)
+7.90%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRMX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+14.77%
vs Peers
-5.19%

TRRMX Mutual Fund Performance

TRRMX performance across multiple time periods: 1-month -0.87%, YTD 9.58%, 1-year 12.15%, 3-year 19.45%, 5-year 7.90%, 10-year 11.45%.

TRRMX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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