TRHDX Mutual Fund

TRHDX Mutual Fund

NAV$37.66
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Returns Overview

1 Month
-0.48%
3 Months
-0.45%
6 Months
+2.73%
YTD
+8.75%
1 Year
+11.09%
3 Years (annualized)
+18.31%
5 Years (annualized)
+7.22%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRHDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+6.71%
vs Peers
+2.05%

TRHDX Mutual Fund Performance

TRHDX performance across multiple time periods: 1-month -0.48%, YTD 8.75%, 1-year 11.09%, 3-year 18.31%, 5-year 7.22%, 10-year 10.88%.

TRHDX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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