TRCVX Mutual Fund

TRCVX Mutual Fund

NAV$34.61
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Returns Overview

1 Month
+2.03%
3 Months
+8.24%
6 Months
+14.62%
YTD
+22.86%
1 Year
+29.36%
3 Years (annualized)
+19.41%
5 Years (annualized)
+11.51%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRCVX 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)
+22.86%
Peer Avg (YTD)
+12.44%
vs Peers
+10.42%

TRCVX Mutual Fund Performance

TRCVX performance across multiple time periods: 1-month 2.03%, YTD 22.86%, 1-year 29.36%, 3-year 19.41%, 5-year 11.51%, 10-year 11.43%.

TRCVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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