TRSGX Mutual Fund

TRSGX Mutual Fund

NAV$45.65
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Returns Overview

1 Month
-0.49%
3 Months
-0.47%
6 Months
+2.03%
YTD
+7.98%
1 Year
+10.48%
3 Years (annualized)
+17.14%
5 Years (annualized)
+6.23%
10 Years (annualized)
+10.01%

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)
+7.98%
Peer Avg (YTD)
+6.22%
vs Peers
+1.76%

TRSGX Mutual Fund Performance

TRSGX performance across multiple time periods: 1-month -0.49%, YTD 7.98%, 1-year 10.48%, 3-year 17.14%, 5-year 6.23%, 10-year 10.01%.

TRSGX returns outperform the peer average of 6.22% 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.