TRCFX Mutual Fund

TRCFX Mutual Fund

NAV$32.92
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Returns Overview

1 Month
-0.84%
3 Months
+1.26%
6 Months
+3.29%
YTD
+4.70%
1 Year
+10.97%
3 Years (annualized)
+9.54%
5 Years (annualized)
+4.14%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRCFX 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 Risk Growth Total Return USD(^SPTGGUTR:SP)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+9.41%
vs Peers
-4.71%

TRCFX Mutual Fund Performance

TRCFX performance across multiple time periods: 1-month -0.84%, YTD 4.70%, 1-year 10.97%, 3-year 9.54%, 5-year 4.14%, 10-year 6.82%.

TRCFX returns trail the peer average of 9.41% YTD. With an expense ratio of 2.42%, investors should weigh costs against performance when evaluating this mutual fund.

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