TRNEX Mutual Fund

TRNEX Mutual Fund

NAV$46.45
See how much of TRNEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.84%
3 Months
+4.19%
6 Months
-2.76%
YTD
+18.43%
1 Year
+24.57%
3 Years (annualized)
+16.02%
5 Years (annualized)
+10.71%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRNEX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Natural Resources Index(^LGNATR)
This Mutual Fund (YTD)
+18.43%
Peer Avg (YTD)
+21.06%
vs Peers
-2.63%

TRNEX Mutual Fund Performance

TRNEX performance across multiple time periods: 1-month 4.84%, YTD 18.43%, 1-year 24.57%, 3-year 16.02%, 5-year 10.71%, 10-year 8.82%.

TRNEX returns trail the peer average of 21.06% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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