TTRTX Mutual Fund

NAV$12.28

Returns Overview

1 Month
+0.16%
3 Months
+5.32%
6 Months
+5.05%
YTD
+4.78%
1 Year
+15.15%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.31%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TTRTX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+7.64%
vs Peers
-2.86%

TTRTX Mutual Fund Performance

TTRTX performance across multiple time periods: 1-month 0.16%, YTD 4.78%, 1-year 15.15%, 3-year 11.11%, 5-year 5.31%, 10-year 6.82%.

TTRTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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