TRRMX Mutual Fund

TRRMX Mutual Fund

NAV$24.24
See how much of TRRMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
+3.53%
6 Months
+7.23%
YTD
+10.22%
1 Year
+21.05%
3 Years (annualized)
+15.95%
5 Years (annualized)
+8.74%
10 Years (annualized)
+11.48%

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)
+10.22%
Peer Avg (YTD)
+6.99%
vs Peers
+3.23%

TRRMX Mutual Fund Performance

TRRMX performance across multiple time periods: 1-month -0.17%, YTD 10.22%, 1-year 21.05%, 3-year 15.95%, 5-year 8.74%, 10-year 11.48%.

TRRMX returns outperform the peer average of 6.99% 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.