TRECX Mutual Fund

NAV$9.22

Returns Overview

1 Month
-0.65%
3 Months
-0.86%
6 Months
-2.23%
YTD
-1.81%
1 Year
+5.58%
3 Years (annualized)
+7.05%
5 Years (annualized)
+1.19%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRECX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
J.P. Morgan Emerging Markets Bond Index Global Diversified Linked Index
This Mutual Fund (YTD)
-1.81%
Peer Avg (YTD)
+3.07%
vs Peers
-4.88%

TRECX Mutual Fund Performance

TRECX performance across multiple time periods: 1-month -0.65%, YTD -1.81%, 1-year 5.58%, 3-year 7.05%, 5-year 1.19%, 10-year 3.76%.

TRECX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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