TRFWX Mutual Fund

NAV$21.30

Returns Overview

1 Month
+0.29%
3 Months
+10.85%
6 Months
+9.97%
YTD
+9.29%
1 Year
+23.51%
3 Years (annualized)
+16.57%
5 Years (annualized)
+8.35%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRFWX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+7.64%
vs Peers
+1.65%

TRFWX Mutual Fund Performance

TRFWX performance across multiple time periods: 1-month 0.29%, YTD 9.29%, 1-year 23.51%, 3-year 16.57%, 5-year 8.35%, 10-year 11.12%.

TRFWX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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