TRPBX Mutual Fund

NAV$26.84

Returns Overview

1 Month
-0.22%
3 Months
+7.78%
6 Months
+7.14%
YTD
+6.67%
1 Year
+21.63%
3 Years (annualized)
+14.70%
5 Years (annualized)
+6.84%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+5.87%
vs Peers
+0.80%

TRPBX Mutual Fund Performance

TRPBX performance across multiple time periods: 1-month -0.22%, YTD 6.67%, 1-year 21.63%, 3-year 14.70%, 5-year 6.84%, 10-year 9.12%.

TRPBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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