TRCIX Mutual Fund

NAV$18.20

Returns Overview

1 Month
+0.04%
3 Months
+6.33%
6 Months
+5.51%
YTD
+5.21%
1 Year
+11.70%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.73%
10 Years (annualized)
+6.29%

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
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
Lifecycle Index Retirement Income Fund Composite Index(^TIAARCIN)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+4.14%
vs Peers
+1.06%

TRCIX Mutual Fund Performance

TRCIX performance across multiple time periods: 1-month 0.04%, YTD 5.21%, 1-year 11.70%, 3-year 10.19%, 5-year 4.73%, 10-year 6.29%.

TRCIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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