TRRUX Mutual Fund

TRRUX Mutual Fund

NAV$13.07
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Returns Overview

1 Month
-0.39%
3 Months
+1.26%
6 Months
+3.04%
YTD
+4.38%
1 Year
+9.70%
3 Years (annualized)
+8.97%
5 Years (annualized)
+4.21%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRUX 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
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📉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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+6.99%
vs Peers
-2.61%

TRRUX Mutual Fund Performance

TRRUX performance across multiple time periods: 1-month -0.39%, YTD 4.38%, 1-year 9.70%, 3-year 8.97%, 5-year 4.21%, 10-year 7.42%.

TRRUX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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