TRTFX Mutual Fund

NAV$20.72

Returns Overview

1 Month
+0.25%
3 Months
+12.53%
6 Months
+11.42%
YTD
+10.57%
1 Year
+25.63%
3 Years (annualized)
+18.51%
5 Years (annualized)
+9.46%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTFX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+7.64%
vs Peers
+2.93%

TRTFX Mutual Fund Performance

TRTFX performance across multiple time periods: 1-month 0.25%, YTD 10.57%, 1-year 25.63%, 3-year 18.51%, 5-year 9.46%, 10-year 12.12%.

TRTFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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