TRSAX Mutual Fund

NAV$105.81

Returns Overview

1 Month
-3.00%
3 Months
+16.64%
6 Months
+3.46%
YTD
+3.76%
1 Year
-0.65%
3 Years (annualized)
+14.03%
5 Years (annualized)
+6.35%
10 Years (annualized)
+17.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+8.97%
vs Peers
-5.21%

TRSAX Mutual Fund Performance

TRSAX performance across multiple time periods: 1-month -3.00%, YTD 3.76%, 1-year -0.65%, 3-year 14.03%, 5-year 6.35%, 10-year 17.52%.

TRSAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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