TRRHX Mutual Fund

TRRHX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
-1.95%
3 Months
-0.90%
6 Months
+6.39%
YTD
+5.31%
1 Year
+7.68%
3 Years (annualized)
+13.23%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRHX 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
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+7.10%
vs Peers
-1.79%

TRRHX Mutual Fund Performance

TRRHX performance across multiple time periods: 1-month -1.95%, YTD 5.31%, 1-year 7.68%, 3-year 13.23%, 5-year 6.04%, 10-year 8.74%.

TRRHX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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