TFRRX Mutual Fund

TFRRX Mutual Fund

NAV$12.14
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Returns Overview

1 Month
-1.87%
3 Months
-1.31%
6 Months
+3.70%
YTD
+3.17%
1 Year
+4.91%
3 Years (annualized)
+9.36%
5 Years (annualized)
+3.95%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFRRX 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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+7.09%
vs Peers
-3.92%

TFRRX Mutual Fund Performance

TFRRX performance across multiple time periods: 1-month -1.87%, YTD 3.17%, 1-year 4.91%, 3-year 9.36%, 5-year 3.95%, 10-year 5.80%.

TFRRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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