TRMVX Mutual Fund

TRMVX Mutual Fund

NAV$30.12
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Returns Overview

1 Month
-4.44%
3 Months
+2.43%
6 Months
+9.03%
YTD
+10.91%
1 Year
+17.76%
3 Years (annualized)
+18.61%
5 Years (annualized)
+11.22%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMVX 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 1000 Value Index Return
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+10.00%
vs Peers
+0.92%

TRMVX Mutual Fund Performance

TRMVX performance across multiple time periods: 1-month -4.44%, YTD 10.91%, 1-year 17.76%, 3-year 18.61%, 5-year 11.22%, 10-year 11.08%.

TRMVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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