TRTFX Mutual Fund

TRTFX Mutual Fund

NAV$20.17
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Returns Overview

1 Month
-0.89%
3 Months
-0.59%
6 Months
+2.97%
YTD
+9.75%
1 Year
+12.35%
3 Years (annualized)
+19.59%
5 Years (annualized)
+7.92%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTFX 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
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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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+14.77%
vs Peers
-5.01%

TRTFX Mutual Fund Performance

TRTFX performance across multiple time periods: 1-month -0.89%, YTD 9.75%, 1-year 12.35%, 3-year 19.59%, 5-year 7.92%, 10-year 11.43%.

TRTFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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