TRMIX Mutual Fund

TRMIX Mutual Fund

NAV$37.15
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Returns Overview

1 Month
-5.41%
3 Months
-6.00%
6 Months
+8.97%
YTD
+11.70%
1 Year
+14.56%
3 Years (annualized)
+16.67%
5 Years (annualized)
+12.37%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMIX 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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+6.72%
vs Peers
+4.97%

TRMIX Mutual Fund Performance

TRMIX performance across multiple time periods: 1-month -5.41%, YTD 11.70%, 1-year 14.56%, 3-year 16.67%, 5-year 12.37%, 10-year 11.51%.

TRMIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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