TREPX Mutual Fund

TREPX Mutual Fund

NAV$16.85
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Returns Overview

1 Month
-3.17%
3 Months
-0.94%
6 Months
+8.38%
YTD
+5.52%
1 Year
+13.55%
3 Years (annualized)
+17.00%
5 Years (annualized)
+7.90%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TREPX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+9.29%
vs Peers
-3.77%

TREPX Mutual Fund Performance

TREPX performance across multiple time periods: 1-month -3.17%, YTD 5.52%, 1-year 13.55%, 3-year 17.00%, 5-year 7.90%, 10-year 8.70%.

TREPX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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