TRPUX Mutual Fund

TRPUX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
+0.48%
3 Months
-0.18%
6 Months
+1.33%
YTD
+4.93%
1 Year
+6.19%
3 Years (annualized)
+11.94%
5 Years (annualized)
+4.41%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPUX 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
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📉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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+6.71%
vs Peers
-1.78%

TRPUX Mutual Fund Performance

TRPUX performance across multiple time periods: 1-month 0.48%, YTD 4.93%, 1-year 6.19%, 3-year 11.94%, 5-year 4.41%, 10-year 6.62%.

TRPUX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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