TRSEX Mutual Fund

TRSEX Mutual Fund

NAV$22.46
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Returns Overview

1 Month
+1.84%
3 Months
+2.39%
6 Months
+14.97%
YTD
+20.53%
1 Year
+29.09%
3 Years (annualized)
+20.19%
5 Years (annualized)
+10.53%
10 Years (annualized)
+12.21%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.53%
Peer Avg (YTD)
+15.20%
vs Peers
+5.33%

TRSEX Mutual Fund Performance

TRSEX performance across multiple time periods: 1-month 1.84%, YTD 20.53%, 1-year 29.09%, 3-year 20.19%, 5-year 10.53%, 10-year 12.21%.

TRSEX returns outperform the peer average of 15.20% 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.