TRSSX Mutual Fund

NAV$28.47

Returns Overview

1 Month
+7.56%
3 Months
+18.32%
6 Months
+20.26%
YTD
+19.28%
1 Year
+29.87%
3 Years (annualized)
+14.39%
5 Years (annualized)
+5.00%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Small-Cap Growth Funds Index(^LSCGFI)
This Mutual Fund (YTD)
+19.28%
Peer Avg (YTD)
+18.52%
vs Peers
+0.76%

TRSSX Mutual Fund Performance

TRSSX performance across multiple time periods: 1-month 7.56%, YTD 19.28%, 1-year 29.87%, 3-year 14.39%, 5-year 5.00%, 10-year 12.05%.

TRSSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

TRSSX performance comparison shows side-by-side returns with another fund. TRSSX alternatives are available in the Mutual Fund Screener.