TRSJX Mutual Fund

TRSJX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
-0.85%
3 Months
-0.55%
6 Months
+3.02%
YTD
+9.80%
1 Year
+12.39%
3 Years (annualized)
+19.87%
5 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSJX 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 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+6.71%
vs Peers
+3.09%

TRSJX Mutual Fund Performance

TRSJX performance across multiple time periods: 1-month -0.85%, YTD 9.80%, 1-year 12.39%, 3-year 19.87%, 5-year 8.10%.

TRSJX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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