TRRCX Mutual Fund

TRRCX Mutual Fund

NAV$29.95
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Returns Overview

1 Month
-2.02%
3 Months
-0.77%
6 Months
+7.66%
YTD
+6.38%
1 Year
+9.10%
3 Years (annualized)
+13.40%
5 Years (annualized)
+6.06%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRCX 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)
+6.38%
Peer Avg (YTD)
+7.10%
vs Peers
-0.72%

TRRCX Mutual Fund Performance

TRRCX performance across multiple time periods: 1-month -2.02%, YTD 6.38%, 1-year 9.10%, 3-year 13.40%, 5-year 6.06%, 10-year 9.29%.

TRRCX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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