TRMSX Mutual Fund

TRMSX Mutual Fund

NAV$24.44
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Returns Overview

1 Month
-0.62%
3 Months
-0.37%
6 Months
+4.19%
YTD
+7.96%
1 Year
+8.13%
3 Years (annualized)
+21.68%
5 Years (annualized)
+5.29%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMSX 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 Select Mid Cap Index
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+8.01%
vs Peers
-0.04%

TRMSX Mutual Fund Performance

TRMSX performance across multiple time periods: 1-month -0.62%, YTD 7.96%, 1-year 8.13%, 3-year 21.68%, 5-year 5.29%, 10-year 10.56%.

TRMSX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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