TRCLX Mutual Fund

NAV$17.32

Returns Overview

1 Month
-12.53%
3 Months
-0.29%
6 Months
+10.04%
YTD
+20.95%
1 Year
+74.54%
3 Years (annualized)
+25.12%
5 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRCLX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI China All Shares Index Net
This Mutual Fund (YTD)
+20.95%
Peer Avg (YTD)
+0.49%
vs Peers
+20.46%

TRCLX Mutual Fund Performance

TRCLX performance across multiple time periods: 1-month -12.53%, YTD 20.95%, 1-year 74.54%, 3-year 25.12%, 5-year 5.89%.

TRCLX returns outperform the peer average of 0.49% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

TRCLX performance comparison shows side-by-side returns with another fund. TRCLX alternatives are available in the Mutual Fund Screener.