TRJWX Mutual Fund

TRJWX Mutual Fund

NAV$14.48
See how much of TRJWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.87%
3 Months
-1.31%
6 Months
+4.43%
YTD
+3.75%
1 Year
+5.70%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRJWX 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

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)
+3.75%
Peer Avg (YTD)
+2.46%
vs Peers
+1.29%

TRJWX Mutual Fund Performance

TRJWX performance across multiple time periods: 1-month -1.87%, YTD 3.75%, 1-year 5.70%, 3-year 9.33%, 5-year 4.43%, 10-year 6.21%.

TRJWX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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