TRDBX Mutual Fund

TRDBX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
+0.34%
3 Months
-0.24%
6 Months
+1.56%
YTD
+5.41%
1 Year
+6.80%
3 Years (annualized)
+12.81%
5 Years (annualized)
+4.82%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRDBX 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
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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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+6.71%
vs Peers
-1.30%

TRDBX Mutual Fund Performance

TRDBX performance across multiple time periods: 1-month 0.34%, YTD 5.41%, 1-year 6.80%, 3-year 12.81%, 5-year 4.82%, 10-year 7.72%.

TRDBX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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