TRRVX Mutual Fund

TRRVX Mutual Fund

NAV$14.18
See how much of TRRVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.20%
3 Months
+0.91%
6 Months
+2.93%
YTD
+6.04%
1 Year
+9.80%
3 Years (annualized)
+13.49%
5 Years (annualized)
+6.27%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRVX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.04%
Peer Avg (YTD)
+8.76%
vs Peers
-2.72%

TRRVX Mutual Fund Performance

TRRVX performance across multiple time periods: 1-month 1.20%, YTD 6.04%, 1-year 9.80%, 3-year 13.49%, 5-year 6.27%, 10-year 7.83%.

TRRVX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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