TRECX Mutual Fund

TRECX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-0.11%
3 Months
-1.35%
6 Months
-1.28%
YTD
-0.37%
1 Year
+0.27%
3 Years (annualized)
+7.54%
5 Years (annualized)
+1.64%
10 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRECX 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
J.P. Morgan Emerging Markets Bond Index Global Diversified Linked Index
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+0.43%
vs Peers
-0.80%

TRECX Mutual Fund Performance

TRECX performance across multiple time periods: 1-month -0.11%, YTD -0.37%, 1-year 0.27%, 3-year 7.54%, 5-year 1.64%, 10-year 3.11%.

TRECX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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