TRCIX Mutual Fund

TRCIX Mutual Fund

NAV$17.83
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Returns Overview

1 Month
+0.39%
3 Months
-0.14%
6 Months
+1.18%
YTD
+4.25%
1 Year
+5.19%
3 Years (annualized)
+11.59%
5 Years (annualized)
+4.17%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRCIX 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
Lifecycle Index Retirement Income Fund Composite Index(^TIAARCIN)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+2.95%
vs Peers
+1.30%

TRCIX Mutual Fund Performance

TRCIX performance across multiple time periods: 1-month 0.39%, YTD 4.25%, 1-year 5.19%, 3-year 11.59%, 5-year 4.17%, 10-year 6.09%.

TRCIX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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