TRCVX Mutual Fund

NAV$35.10

Returns Overview

1 Month
+2.21%
3 Months
+13.76%
6 Months
+16.02%
YTD
+15.02%
1 Year
+20.04%
3 Years (annualized)
+15.31%
5 Years (annualized)
+9.65%
10 Years (annualized)
+10.59%

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
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)
+15.02%
Peer Avg (YTD)
+9.49%
vs Peers
+5.53%

TRCVX Mutual Fund Performance

TRCVX performance across multiple time periods: 1-month 2.21%, YTD 15.02%, 1-year 20.04%, 3-year 15.31%, 5-year 9.65%, 10-year 10.59%.

TRCVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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