TTRHX Mutual Fund

NAV$21.43

Returns Overview

1 Month
+0.38%
3 Months
+12.37%
6 Months
+9.28%
YTD
+8.44%
1 Year
+19.88%
3 Years (annualized)
+16.55%
5 Years (annualized)
+8.75%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TTRHX 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
Lifecycle 2055 Fund Composite Index(^LF2500COMP)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+7.64%
vs Peers
+0.80%

TTRHX Mutual Fund Performance

TTRHX performance across multiple time periods: 1-month 0.38%, YTD 8.44%, 1-year 19.88%, 3-year 16.55%, 5-year 8.75%, 10-year 11.40%.

TTRHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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