TRMUX Mutual Fund

TRMUX Mutual Fund

NAV$5.14
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Returns Overview

1 Month
+1.18%
3 Months
+0.22%
6 Months
+0.50%
YTD
+1.17%
1 Year
+1.81%
3 Years (annualized)
+3.26%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMUX 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
PROUpgrade to run
🏦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
Bloomberg 1-3 Year Composite Municipal Bond Index(^BYCMPMBI)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
-0.87%
vs Peers
+2.04%

TRMUX Mutual Fund Performance

TRMUX performance across multiple time periods: 1-month 1.18%, YTD 1.17%, 1-year 1.81%, 3-year 3.26%, 5-year 1.69%, 10-year 1.32%.

TRMUX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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