TRNEX Mutual Fund

TRNEX Mutual Fund

NAV$48.84
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Returns Overview

1 Month
-6.41%
3 Months
+0.93%
6 Months
-4.22%
YTD
+12.96%
1 Year
+19.21%
3 Years (annualized)
+14.46%
5 Years (annualized)
+12.46%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRNEX 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
Lipper Global Natural Resources Index(^LGNATR)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+18.95%
vs Peers
-5.99%

TRNEX Mutual Fund Performance

TRNEX performance across multiple time periods: 1-month -6.41%, YTD 12.96%, 1-year 19.21%, 3-year 14.46%, 5-year 12.46%, 10-year 8.78%.

TRNEX returns trail the peer average of 18.95% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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