TTURX Mutual Fund

TTURX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
-1.84%
3 Months
-1.16%
6 Months
+4.24%
YTD
+3.65%
1 Year
+5.55%
3 Years (annualized)
+12.42%
5 Years (annualized)
+5.73%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TTURX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+3.65%
Peer Avg (YTD)
+7.10%
vs Peers
-3.45%

TTURX Mutual Fund Performance

TTURX performance across multiple time periods: 1-month -1.84%, YTD 3.65%, 1-year 5.55%, 3-year 12.42%, 5-year 5.73%, 10-year 7.35%.

TTURX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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