TRERX Mutual Fund

TRERX Mutual Fund

NAV$17.71
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Returns Overview

1 Month
-3.13%
3 Months
-0.95%
6 Months
+8.34%
YTD
+5.43%
1 Year
+13.48%
3 Years (annualized)
+16.84%
5 Years (annualized)
+7.78%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRERX 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
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📉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)
+5.43%
Peer Avg (YTD)
+9.29%
vs Peers
-3.86%

TRERX Mutual Fund Performance

TRERX performance across multiple time periods: 1-month -3.13%, YTD 5.43%, 1-year 13.48%, 3-year 16.84%, 5-year 7.78%, 10-year 8.60%.

TRERX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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