TRERX Mutual Fund

NAV$17.76

Returns Overview

1 Month
-0.06%
3 Months
+3.08%
6 Months
+0.06%
YTD
+5.97%
1 Year
+9.58%
3 Years (annualized)
+12.40%
5 Years (annualized)
+5.49%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRERX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+9.13%
vs Peers
-3.17%

TRERX Mutual Fund Performance

TRERX performance across multiple time periods: 1-month -0.06%, YTD 5.97%, 1-year 9.58%, 3-year 12.40%, 5-year 5.49%, 10-year 7.77%.

TRERX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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