TRNEX Mutual Fund

TRNEX Mutual Fund

NAV$47.66
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Returns Overview

1 Month
+1.56%
3 Months
-6.67%
6 Months
+4.14%
YTD
+16.16%
1 Year
+29.31%
3 Years (annualized)
+11.36%
5 Years (annualized)
+11.38%
10 Years (annualized)
+8.20%

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
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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
Lipper Global Natural Resources Index(^LGNATR)
This Mutual Fund (YTD)
+16.16%
Peer Avg (YTD)
+17.07%
vs Peers
-0.91%

TRNEX Mutual Fund Performance

TRNEX performance across multiple time periods: 1-month 1.56%, YTD 16.16%, 1-year 29.31%, 3-year 11.36%, 5-year 11.38%, 10-year 8.20%.

TRNEX returns trail the peer average of 17.07% 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.