TRFHX Mutual Fund

TRFHX Mutual Fund

NAV$29.94
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Returns Overview

1 Month
-1.98%
3 Months
-0.70%
6 Months
+7.78%
YTD
+6.54%
1 Year
+9.31%
3 Years (annualized)
+12.17%
5 Years (annualized)
+6.22%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRFHX 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)
+6.54%
Peer Avg (YTD)
+7.09%
vs Peers
-0.55%

TRFHX Mutual Fund Performance

TRFHX performance across multiple time periods: 1-month -1.98%, YTD 6.54%, 1-year 9.31%, 3-year 12.17%, 5-year 6.22%, 10-year 9.21%.

TRFHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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