TRNEX Mutual Fund

NAV$47.50

Returns Overview

1 Month
-5.13%
3 Months
-5.11%
6 Months
+14.38%
YTD
+11.92%
1 Year
+36.97%
3 Years (annualized)
+12.74%
5 Years (annualized)
+10.61%
10 Years (annualized)
+8.05%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Global Natural Resources Index(^LGNATR)
This Mutual Fund (YTD)
+11.92%
Peer Avg (YTD)
+11.40%
vs Peers
+0.53%

TRNEX Mutual Fund Performance

TRNEX performance across multiple time periods: 1-month -5.13%, YTD 11.92%, 1-year 36.97%, 3-year 12.74%, 5-year 10.61%, 10-year 8.05%.

TRNEX returns outperform the peer average of 11.40% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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