TRFWX Mutual Fund

TRFWX Mutual Fund

NAV$20.81
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Returns Overview

1 Month
-0.43%
3 Months
-0.48%
6 Months
+2.61%
YTD
+8.50%
1 Year
+10.70%
3 Years (annualized)
+17.82%
5 Years (annualized)
+7.05%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRFWX 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)
+8.50%
Peer Avg (YTD)
+14.77%
vs Peers
-6.27%

TRFWX Mutual Fund Performance

TRFWX performance across multiple time periods: 1-month -0.43%, YTD 8.50%, 1-year 10.70%, 3-year 17.82%, 5-year 7.05%, 10-year 10.46%.

TRFWX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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