TRRSX Mutual Fund

TRRSX Mutual Fund

NAV$21.19
See how much of TRRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.34%
3 Months
+2.93%
6 Months
+13.97%
YTD
+15.73%
1 Year
+18.55%
3 Years (annualized)
+9.49%
5 Years (annualized)
+1.89%
10 Years (annualized)
+5.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRSX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.73%
Peer Avg (YTD)
+12.53%
vs Peers
+3.20%

TRRSX Mutual Fund Performance

TRRSX performance across multiple time periods: 1-month 2.34%, YTD 15.73%, 1-year 18.55%, 3-year 9.49%, 5-year 1.89%, 10-year 5.99%.

TRRSX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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