TRMOX Mutual Fund

TRMOX Mutual Fund

NAV$16.72
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Returns Overview

1 Month
-2.02%
3 Months
+0.24%
6 Months
+12.91%
YTD
+10.94%
1 Year
+15.06%
3 Years (annualized)
+16.27%
5 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMOX 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 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.94%
Peer Avg (YTD)
+7.09%
vs Peers
+3.85%

TRMOX Mutual Fund Performance

TRMOX performance across multiple time periods: 1-month -2.02%, YTD 10.94%, 1-year 15.06%, 3-year 16.27%, 5-year 8.93%.

TRMOX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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