TRMIX Mutual Fund

TRMIX Mutual Fund

NAV$37.14
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Returns Overview

1 Month
-0.78%
3 Months
+4.02%
6 Months
+8.02%
YTD
+19.30%
1 Year
+22.25%
3 Years (annualized)
+16.67%
5 Years (annualized)
+12.37%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMIX 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
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📉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)
+19.30%
Peer Avg (YTD)
+9.89%
vs Peers
+9.41%

TRMIX Mutual Fund Performance

TRMIX performance across multiple time periods: 1-month -0.78%, YTD 19.30%, 1-year 22.25%, 3-year 16.67%, 5-year 12.37%, 10-year 11.51%.

TRMIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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