TRSAX Mutual Fund

TRSAX Mutual Fund

NAV$108.73
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Returns Overview

1 Month
+3.27%
3 Months
-3.92%
6 Months
+9.17%
YTD
+2.78%
1 Year
+8.01%
3 Years (annualized)
+17.53%
5 Years (annualized)
+5.52%
10 Years (annualized)
+14.20%

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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+8.51%
vs Peers
-5.73%

TRSAX Mutual Fund Performance

TRSAX performance across multiple time periods: 1-month 3.27%, YTD 2.78%, 1-year 8.01%, 3-year 17.53%, 5-year 5.52%, 10-year 14.20%.

TRSAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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