TRSJX Mutual Fund

TRSJX Mutual Fund

NAV$16.70
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Returns Overview

1 Month
-2.08%
3 Months
+0.18%
6 Months
+12.70%
YTD
+10.74%
1 Year
+14.73%
3 Years (annualized)
+17.44%
5 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSJX 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
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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)
+10.74%
Peer Avg (YTD)
+7.10%
vs Peers
+3.64%

TRSJX Mutual Fund Performance

TRSJX performance across multiple time periods: 1-month -2.08%, YTD 10.74%, 1-year 14.73%, 3-year 17.44%, 5-year 8.46%.

TRSJX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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