TRRAX Mutual Fund

TRRAX Mutual Fund

NAV$16.88
See how much of TRRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.88%
3 Months
-1.06%
6 Months
+5.08%
YTD
+4.30%
1 Year
+6.33%
3 Years (annualized)
+10.08%
5 Years (annualized)
+4.31%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRAX 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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+7.09%
vs Peers
-2.79%

TRRAX Mutual Fund Performance

TRRAX performance across multiple time periods: 1-month -1.88%, YTD 4.30%, 1-year 6.33%, 3-year 10.08%, 5-year 4.31%, 10-year 6.45%.

TRRAX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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