TRPWX Mutual Fund

TRPWX Mutual Fund

NAV$21.53
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Returns Overview

1 Month
+2.61%
3 Months
-0.72%
6 Months
+3.33%
YTD
+1.61%
1 Year
-1.97%
3 Years (annualized)
+6.73%
5 Years (annualized)
-2.64%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPWX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+9.89%
vs Peers
-8.28%

TRPWX Mutual Fund Performance

TRPWX performance across multiple time periods: 1-month 2.61%, YTD 1.61%, 1-year -1.97%, 3-year 6.73%, 5-year -2.64%, 10-year 7.96%.

TRPWX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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