TRCSX Mutual Fund

TRCSX Mutual Fund

NAV$21.04
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Returns Overview

1 Month
-3.03%
3 Months
+5.02%
6 Months
+12.82%
YTD
+18.91%
1 Year
+34.17%
3 Years (annualized)
+14.15%
5 Years (annualized)
+6.57%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRCSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.91%
Peer Avg (YTD)
+15.31%
vs Peers
+3.60%

TRCSX Mutual Fund Performance

TRCSX performance across multiple time periods: 1-month -3.03%, YTD 18.91%, 1-year 34.17%, 3-year 14.15%, 5-year 6.57%, 10-year 10.32%.

TRCSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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