TRSGX Mutual Fund

TRSGX Mutual Fund

NAV$47.66
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Returns Overview

1 Month
-0.26%
3 Months
+2.51%
6 Months
+6.07%
YTD
+8.49%
1 Year
+18.11%
3 Years (annualized)
+14.21%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSGX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+6.57%
vs Peers
+1.92%

TRSGX Mutual Fund Performance

TRSGX performance across multiple time periods: 1-month -0.26%, YTD 8.49%, 1-year 18.11%, 3-year 14.21%, 5-year 6.91%, 10-year 10.60%.

TRSGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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