TRPIX Mutual Fund

TRPIX Mutual Fund

NAV$58.27
See how much of TRPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.95%
3 Months
+6.54%
6 Months
+13.40%
YTD
+19.27%
1 Year
+26.14%
3 Years (annualized)
+17.04%
5 Years (annualized)
+11.26%
10 Years (annualized)
+12.60%

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
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 Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+19.27%
Peer Avg (YTD)
+11.41%
vs Peers
+7.86%

TRPIX Mutual Fund Performance

TRPIX performance across multiple time periods: 1-month 3.95%, YTD 19.27%, 1-year 26.14%, 3-year 17.04%, 5-year 11.26%, 10-year 12.60%.

TRPIX returns outperform the peer average of 11.41% 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.