TRABX Mutual Fund

TRABX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-1.98%
3 Months
-0.95%
6 Months
+5.94%
YTD
+4.99%
1 Year
+7.33%
3 Years (annualized)
+10.55%
5 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRABX 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
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📉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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+7.09%
vs Peers
-2.09%

TRABX Mutual Fund Performance

TRABX performance across multiple time periods: 1-month -1.98%, YTD 4.99%, 1-year 7.33%, 3-year 10.55%, 5-year 5.20%.

TRABX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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