TRSJX Mutual Fund

NAV$16.96

Returns Overview

1 Month
+0.18%
3 Months
+12.50%
6 Months
+11.43%
YTD
+10.54%
1 Year
+22.15%
3 Years (annualized)
+16.93%
5 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSJX 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

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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 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+7.64%
vs Peers
+2.90%

TRSJX Mutual Fund Performance

TRSJX performance across multiple time periods: 1-month 0.18%, YTD 10.54%, 1-year 22.15%, 3-year 16.93%, 5-year 8.67%.

TRSJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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