TRUBX Mutual Fund

TRUBX Mutual Fund

NAV$14.05
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Returns Overview

1 Month
+1.35%
3 Months
+1.06%
6 Months
+3.41%
YTD
+6.74%
1 Year
+10.91%
3 Years (annualized)
+10.15%
5 Years (annualized)
+4.99%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRUBX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+8.76%
vs Peers
-2.02%

TRUBX Mutual Fund Performance

TRUBX performance across multiple time periods: 1-month 1.35%, YTD 6.74%, 1-year 10.91%, 3-year 10.15%, 5-year 4.99%, 10-year 7.08%.

TRUBX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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