TRVVX Mutual Fund

TRVVX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
+1.20%
3 Months
+0.91%
6 Months
+3.01%
YTD
+6.13%
1 Year
+9.96%
3 Years (annualized)
+13.77%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVVX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+8.76%
vs Peers
-2.62%

TRVVX Mutual Fund Performance

TRVVX performance across multiple time periods: 1-month 1.20%, YTD 6.13%, 1-year 9.96%, 3-year 13.77%, 5-year 6.49%, 10-year 8.05%.

TRVVX 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.

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