TRPBX Mutual Fund

TRPBX Mutual Fund

NAV$26.68
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Returns Overview

1 Month
-1.96%
3 Months
-0.64%
6 Months
+7.60%
YTD
+6.50%
1 Year
+9.58%
3 Years (annualized)
+13.28%
5 Years (annualized)
+5.60%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+4.97%
vs Peers
+1.53%

TRPBX Mutual Fund Performance

TRPBX performance across multiple time periods: 1-month -1.96%, YTD 6.50%, 1-year 9.58%, 3-year 13.28%, 5-year 5.60%, 10-year 8.40%.

TRPBX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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