TRSEX Mutual Fund

TRSEX Mutual Fund

NAV$22.08
See how much of TRSEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.32%
3 Months
-0.94%
6 Months
+4.01%
YTD
+17.23%
1 Year
+21.38%
3 Years (annualized)
+24.01%
5 Years (annualized)
+9.47%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.23%
Peer Avg (YTD)
+12.21%
vs Peers
+5.02%

TRSEX Mutual Fund Performance

TRSEX performance across multiple time periods: 1-month -0.32%, YTD 17.23%, 1-year 21.38%, 3-year 24.01%, 5-year 9.47%, 10-year 12.16%.

TRSEX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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