TRRWX Mutual Fund

TRRWX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
+1.34%
3 Months
+1.14%
6 Months
+3.58%
YTD
+7.13%
1 Year
+11.54%
3 Years (annualized)
+14.31%
5 Years (annualized)
+6.69%
10 Years (annualized)
+8.66%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+8.76%
vs Peers
-1.62%

TRRWX Mutual Fund Performance

TRRWX performance across multiple time periods: 1-month 1.34%, YTD 7.13%, 1-year 11.54%, 3-year 14.31%, 5-year 6.69%, 10-year 8.66%.

TRRWX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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