TRRBX Mutual Fund

TRRBX Mutual Fund

NAV$20.81
See how much of TRRBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.34%
3 Months
-0.24%
6 Months
+1.46%
YTD
+5.30%
1 Year
+6.66%
3 Years (annualized)
+12.64%
5 Years (annualized)
+4.71%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+14.77%
vs Peers
-9.47%

TRRBX Mutual Fund Performance

TRRBX performance across multiple time periods: 1-month 0.34%, YTD 5.30%, 1-year 6.66%, 3-year 12.64%, 5-year 4.71%, 10-year 7.66%.

TRRBX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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