TRERX Mutual Fund

TRERX Mutual Fund

NAV$17.60
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Returns Overview

1 Month
-1.53%
3 Months
-3.97%
6 Months
+0.46%
YTD
+3.82%
1 Year
+8.85%
3 Years (annualized)
+17.46%
5 Years (annualized)
+6.76%
10 Years (annualized)
+8.08%

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)
+3.82%
Peer Avg (YTD)
+8.05%
vs Peers
-4.24%

TRERX Mutual Fund Performance

TRERX performance across multiple time periods: 1-month -1.53%, YTD 3.82%, 1-year 8.85%, 3-year 17.46%, 5-year 6.76%, 10-year 8.08%.

TRERX returns trail the peer average of 8.05% 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.