TTRCX Mutual Fund

NAV$7.04

Returns Overview

1 Month
-0.01%
3 Months
+3.62%
6 Months
+2.62%
YTD
+2.32%
1 Year
+7.49%
3 Years (annualized)
+6.27%
5 Years (annualized)
+0.10%
10 Years (annualized)
-0.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TTRCX 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
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+0.99%
vs Peers
+1.33%

TTRCX Mutual Fund Performance

TTRCX performance across multiple time periods: 1-month -0.01%, YTD 2.32%, 1-year 7.49%, 3-year 6.27%, 5-year 0.10%, 10-year -0.03%.

TTRCX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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