TRPIX Mutual Fund

TRPIX Mutual Fund

NAV$56.56
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Returns Overview

1 Month
+2.02%
3 Months
+8.69%
6 Months
+10.33%
YTD
+21.69%
1 Year
+24.81%
3 Years (annualized)
+18.79%
5 Years (annualized)
+10.18%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPIX 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 Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+21.69%
Peer Avg (YTD)
+12.44%
vs Peers
+9.25%

TRPIX Mutual Fund Performance

TRPIX performance across multiple time periods: 1-month 2.02%, YTD 21.69%, 1-year 24.81%, 3-year 18.79%, 5-year 10.18%, 10-year 12.42%.

TRPIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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