TRMVX Mutual Fund

TRMVX Mutual Fund

NAV$29.68
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Returns Overview

1 Month
+2.77%
3 Months
+7.50%
6 Months
+11.77%
YTD
+18.09%
1 Year
+24.45%
3 Years (annualized)
+18.61%
5 Years (annualized)
+11.22%
10 Years (annualized)
+11.08%

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)
+18.09%
Peer Avg (YTD)
+12.44%
vs Peers
+5.65%

TRMVX Mutual Fund Performance

TRMVX performance across multiple time periods: 1-month 2.77%, YTD 18.09%, 1-year 24.45%, 3-year 18.61%, 5-year 11.22%, 10-year 11.08%.

TRMVX returns outperform the peer average of 12.44% 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.