TRCPX Mutual Fund

TRCPX Mutual Fund

NAV$28.66
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Returns Overview

1 Month
+4.03%
3 Months
+8.39%
6 Months
+13.13%
YTD
+18.26%
1 Year
+29.42%
3 Years (annualized)
+18.09%
5 Years (annualized)
+12.43%
10 Years (annualized)
+11.51%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.26%
Peer Avg (YTD)
+11.41%
vs Peers
+6.85%

TRCPX Mutual Fund Performance

TRCPX performance across multiple time periods: 1-month 4.03%, YTD 18.26%, 1-year 29.42%, 3-year 18.09%, 5-year 12.43%, 10-year 11.51%.

TRCPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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