TRJLX Mutual Fund

TRJLX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
-0.83%
3 Months
-0.54%
6 Months
+3.01%
YTD
+9.77%
1 Year
+12.37%
3 Years (annualized)
+19.69%
5 Years (annualized)
+8.04%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRJLX 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 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+6.71%
vs Peers
+3.06%

TRJLX Mutual Fund Performance

TRJLX performance across multiple time periods: 1-month -0.83%, YTD 9.77%, 1-year 12.37%, 3-year 19.69%, 5-year 8.04%, 10-year 11.52%.

TRJLX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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