TRMSX Mutual Fund

TRMSX Mutual Fund

NAV$24.64
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Returns Overview

1 Month
+3.80%
3 Months
+3.97%
6 Months
+11.14%
YTD
+13.86%
1 Year
+15.19%
3 Years (annualized)
+19.16%
5 Years (annualized)
+6.60%
10 Years (annualized)
+10.75%

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
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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
Russell Select Mid Cap Index
This Mutual Fund (YTD)
+13.86%
Peer Avg (YTD)
+9.89%
vs Peers
+3.97%

TRMSX Mutual Fund Performance

TRMSX performance across multiple time periods: 1-month 3.80%, YTD 13.86%, 1-year 15.19%, 3-year 19.16%, 5-year 6.60%, 10-year 10.75%.

TRMSX returns outperform the peer average of 9.89% 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.