TRMSX Mutual Fund

TRMSX Mutual Fund

NAV$24.62
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Returns Overview

1 Month
-3.42%
3 Months
-4.11%
6 Months
+12.72%
YTD
+8.64%
1 Year
+9.31%
3 Years (annualized)
+19.16%
5 Years (annualized)
+6.60%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMSX 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 Select Mid Cap Index
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+6.73%
vs Peers
+1.91%

TRMSX Mutual Fund Performance

TRMSX performance across multiple time periods: 1-month -3.42%, YTD 8.64%, 1-year 9.31%, 3-year 19.16%, 5-year 6.60%, 10-year 10.75%.

TRMSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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