TRERX Mutual Fund

TRERX Mutual Fund

NAV$18.46
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Returns Overview

1 Month
+1.57%
3 Months
+4.62%
6 Months
+3.54%
YTD
+9.55%
1 Year
+26.22%
3 Years (annualized)
+15.26%
5 Years (annualized)
+8.04%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRERX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+9.42%
vs Peers
+0.13%

TRERX Mutual Fund Performance

TRERX performance across multiple time periods: 1-month 1.57%, YTD 9.55%, 1-year 26.22%, 3-year 15.26%, 5-year 8.04%, 10-year 8.55%.

TRERX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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