TRRCX Mutual Fund

NAV$29.99

Returns Overview

1 Month
+0.20%
3 Months
+8.49%
6 Months
+7.71%
YTD
+7.21%
1 Year
+19.24%
3 Years (annualized)
+14.35%
5 Years (annualized)
+7.04%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+7.64%
vs Peers
-0.43%

TRRCX Mutual Fund Performance

TRRCX performance across multiple time periods: 1-month 0.20%, YTD 7.21%, 1-year 19.24%, 3-year 14.35%, 5-year 7.04%, 10-year 9.95%.

TRRCX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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