TRMVX Mutual Fund

TRMVX Mutual Fund

NAV$30.85
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Returns Overview

1 Month
+4.72%
3 Months
+6.49%
6 Months
+11.48%
YTD
+13.92%
1 Year
+27.19%
3 Years (annualized)
+16.23%
5 Years (annualized)
+11.08%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMVX 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 1000 Value Index Return
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+11.41%
vs Peers
+2.50%

TRMVX Mutual Fund Performance

TRMVX performance across multiple time periods: 1-month 4.72%, YTD 13.92%, 1-year 27.19%, 3-year 16.23%, 5-year 11.08%, 10-year 10.93%.

TRMVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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