TRBCX Mutual Fund

TRBCX Mutual Fund

NAV$221.29
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Returns Overview

1 Month
+2.09%
3 Months
+3.04%
6 Months
+16.72%
YTD
+4.08%
1 Year
+5.74%
3 Years (annualized)
+20.86%
5 Years (annualized)
+8.04%
10 Years (annualized)
+15.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBCX 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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
+8.68%
vs Peers
-4.60%

TRBCX Mutual Fund Performance

TRBCX performance across multiple time periods: 1-month 2.09%, YTD 4.08%, 1-year 5.74%, 3-year 20.86%, 5-year 8.04%, 10-year 15.84%.

TRBCX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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