TRBNX Mutual Fund

NAV$14.70

Returns Overview

3 Months
+12.98%
6 Months
+11.66%
YTD
+10.89%
1 Year
+24.17%
3 Years (annualized)
+18.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBNX 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)
+10.89%
Peer Avg (YTD)
+7.64%
vs Peers
+3.25%

TRBNX Mutual Fund Performance

TRBNX performance across multiple time periods: YTD 10.89%, 1-year 24.17%, 3-year 18.48%.

TRBNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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