TRPIX Mutual Fund

NAV$58.10

Returns Overview

1 Month
+2.49%
3 Months
+9.95%
6 Months
+14.74%
YTD
+13.77%
1 Year
+25.43%
3 Years (annualized)
+18.28%
5 Years (annualized)
+10.83%
10 Years (annualized)
+12.55%

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

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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 Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+9.49%
vs Peers
+4.28%

TRPIX Mutual Fund Performance

TRPIX performance across multiple time periods: 1-month 2.49%, YTD 13.77%, 1-year 25.43%, 3-year 18.28%, 5-year 10.83%, 10-year 12.55%.

TRPIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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