TRMSX Mutual Fund

NAV$25.26

Returns Overview

1 Month
+4.71%
3 Months
+17.55%
6 Months
+14.67%
YTD
+13.29%
1 Year
+15.04%
3 Years (annualized)
+17.80%
5 Years (annualized)
+5.85%
10 Years (annualized)
+12.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMSX 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
Russell Select Mid Cap Index
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+10.82%
vs Peers
+2.47%

TRMSX Mutual Fund Performance

TRMSX performance across multiple time periods: 1-month 4.71%, YTD 13.29%, 1-year 15.04%, 3-year 17.80%, 5-year 5.85%, 10-year 12.85%.

TRMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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