TRMCX Mutual Fund

TRMCX Mutual Fund

NAV$37.23
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Returns Overview

1 Month
-5.45%
3 Months
-6.06%
6 Months
+8.89%
YTD
+11.57%
1 Year
+14.38%
3 Years (annualized)
+16.51%
5 Years (annualized)
+12.21%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMCX 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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+6.72%
vs Peers
+4.85%

TRMCX Mutual Fund Performance

TRMCX performance across multiple time periods: 1-month -5.45%, YTD 11.57%, 1-year 14.38%, 3-year 16.51%, 5-year 12.21%, 10-year 11.36%.

TRMCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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