TRBIX Mutual Fund

TRBIX Mutual Fund

NAV$29.38
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Returns Overview

1 Month
-5.26%
3 Months
-7.26%
6 Months
+12.63%
YTD
+12.41%
1 Year
+15.97%
3 Years (annualized)
+16.53%
5 Years (annualized)
+6.30%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRBIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.41%
Peer Avg (YTD)
+10.34%
vs Peers
+2.07%

TRBIX Mutual Fund Performance

TRBIX performance across multiple time periods: 1-month -5.26%, YTD 12.41%, 1-year 15.97%, 3-year 16.53%, 5-year 6.30%, 10-year 10.19%.

TRBIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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