TRMVX Mutual Fund

TRMVX Mutual Fund

NAV$31.05
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Returns Overview

1 Month
+4.56%
3 Months
+2.68%
6 Months
+9.35%
YTD
+17.99%
1 Year
+23.81%
3 Years (annualized)
+21.38%
5 Years (annualized)
+11.07%
10 Years (annualized)
+11.15%

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)
+17.99%
Peer Avg (YTD)
+14.61%
vs Peers
+3.38%

TRMVX Mutual Fund Performance

TRMVX performance across multiple time periods: 1-month 4.56%, YTD 17.99%, 1-year 23.81%, 3-year 21.38%, 5-year 11.07%, 10-year 11.15%.

TRMVX returns outperform the peer average of 14.61% 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.