TRUBX Mutual Fund

TRUBX Mutual Fund

NAV$14.11
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Returns Overview

1 Month
-1.89%
3 Months
-0.99%
6 Months
+5.58%
YTD
+4.72%
1 Year
+6.92%
3 Years (annualized)
+10.15%
5 Years (annualized)
+4.99%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRUBX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+7.09%
vs Peers
-2.37%

TRUBX Mutual Fund Performance

TRUBX performance across multiple time periods: 1-month -1.89%, YTD 4.72%, 1-year 6.92%, 3-year 10.15%, 5-year 4.99%, 10-year 7.08%.

TRUBX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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