TRCFX Mutual Fund

NAV$33.50

Returns Overview

1 Month
-0.48%
3 Months
+7.54%
6 Months
+5.89%
YTD
+5.59%
1 Year
+12.45%
3 Years (annualized)
+10.62%
5 Years (annualized)
+3.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Growth Total Return USD(^SPTGGUTR:SP)
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+9.51%
vs Peers
-3.92%

TRCFX Mutual Fund Performance

TRCFX performance across multiple time periods: 1-month -0.48%, YTD 5.59%, 1-year 12.45%, 3-year 10.62%, 5-year 3.70%.

TRCFX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.57%, investors should weigh costs against performance when evaluating this mutual fund.

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