TRCPX Mutual Fund

NAV$28.87

Returns Overview

1 Month
+3.16%
3 Months
+12.04%
6 Months
+13.69%
YTD
+12.55%
1 Year
+14.36%
3 Years (annualized)
+15.74%
5 Years (annualized)
+9.88%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRCPX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+9.49%
vs Peers
+3.06%

TRCPX Mutual Fund Performance

TRCPX performance across multiple time periods: 1-month 3.16%, YTD 12.55%, 1-year 14.36%, 3-year 15.74%, 5-year 9.88%, 10-year 10.53%.

TRCPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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