TRRWX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
+0.13%
3 Months
+6.99%
6 Months
+6.49%
YTD
+6.06%
1 Year
+23.02%
3 Years (annualized)
+14.11%
5 Years (annualized)
+6.95%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRWX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+7.64%
vs Peers
-1.58%

TRRWX Mutual Fund Performance

TRRWX performance across multiple time periods: 1-month 0.13%, YTD 6.06%, 1-year 23.02%, 3-year 14.11%, 5-year 6.95%, 10-year 8.93%.

TRRWX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

TRRWX performance comparison shows side-by-side returns with another fund. TRRWX alternatives are available in the Mutual Fund Screener.