TRRCX Mutual Fund

TRRCX Mutual Fund

NAV$29.70
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Returns Overview

1 Month
-0.37%
3 Months
+2.27%
6 Months
+4.79%
YTD
+6.81%
1 Year
+14.49%
3 Years (annualized)
+12.02%
5 Years (annualized)
+6.13%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+6.99%
vs Peers
-0.18%

TRRCX Mutual Fund Performance

TRRCX performance across multiple time periods: 1-month -0.37%, YTD 6.81%, 1-year 14.49%, 3-year 12.02%, 5-year 6.13%, 10-year 9.16%.

TRRCX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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