TRRMX Mutual Fund

NAV$24.64

Returns Overview

1 Month
+0.25%
3 Months
+12.42%
6 Months
+11.28%
YTD
+10.41%
1 Year
+21.91%
3 Years (annualized)
+17.39%
5 Years (annualized)
+8.89%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRMX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+7.64%
vs Peers
+2.77%

TRRMX Mutual Fund Performance

TRRMX performance across multiple time periods: 1-month 0.25%, YTD 10.41%, 1-year 21.91%, 3-year 17.39%, 5-year 8.89%, 10-year 11.94%.

TRRMX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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