TRMCX Mutual Fund

NAV$39.18

Returns Overview

1 Month
+4.69%
3 Months
+15.92%
6 Months
+19.99%
YTD
+18.77%
1 Year
+35.27%
3 Years (annualized)
+16.35%
5 Years (annualized)
+11.32%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+18.77%
Peer Avg (YTD)
+10.82%
vs Peers
+7.95%

TRMCX Mutual Fund Performance

TRMCX performance across multiple time periods: 1-month 4.69%, YTD 18.77%, 1-year 35.27%, 3-year 16.35%, 5-year 11.32%, 10-year 11.31%.

TRMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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