TRSAX Mutual Fund

TRSAX Mutual Fund

NAV$108.68
See how much of TRSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.54%
3 Months
+1.57%
6 Months
+18.48%
YTD
+5.39%
1 Year
+5.95%
3 Years (annualized)
+17.53%
5 Years (annualized)
+5.52%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+8.68%
vs Peers
-3.29%

TRSAX Mutual Fund Performance

TRSAX performance across multiple time periods: 1-month 2.54%, YTD 5.39%, 1-year 5.95%, 3-year 17.53%, 5-year 5.52%, 10-year 14.20%.

TRSAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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