TRFWX Mutual Fund

TRFWX Mutual Fund

NAV$21.48
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Returns Overview

1 Month
-0.24%
3 Months
+3.11%
6 Months
+6.36%
YTD
+9.02%
1 Year
+18.66%
3 Years (annualized)
+15.25%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.67%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+6.99%
vs Peers
+2.03%

TRFWX Mutual Fund Performance

TRFWX performance across multiple time periods: 1-month -0.24%, YTD 9.02%, 1-year 18.66%, 3-year 15.25%, 5-year 8.18%, 10-year 10.67%.

TRFWX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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