TRTGX Mutual Fund

NAV$20.83

Returns Overview

1 Month
+0.20%
3 Months
+12.44%
6 Months
+11.27%
YTD
+10.42%
1 Year
+25.30%
3 Years (annualized)
+18.10%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTGX 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)
+10.42%
Peer Avg (YTD)
+7.64%
vs Peers
+2.78%

TRTGX Mutual Fund Performance

TRTGX performance across multiple time periods: 1-month 0.20%, YTD 10.42%, 1-year 25.30%, 3-year 18.10%, 5-year 9.11%, 10-year 11.88%.

TRTGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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