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(TRPCX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.21%
5-year average return8.36%
Number of years up6
Number of years down2
Best 1-yr total return (23 Jan 2024)22.68%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return22.68%
Worst 3-yr total return3.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRPCXCategory
YTD16.54%7.97%
1-month4.63%0.98%
3-month9.31%5.18%
1-year16.54%25.53%
3-year3.29%11.28%
5-year9.40%10.98%
10-year0.00%8.54%
Last bull market28.16%17.21%
Last bear market-12.33%-15.52%

Annual total return (%) history

Year
TRPCXCategory
2023
16.54%N/A
2022
-16.86%N/A
2021
13.75%N/A
2020
15.92%12.99%
2019
22.68%20.07%
2018
-6.16%-6.25%
2017
19.52%16.57%
2016
7.77%7.33%
2015
N/A-1.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.38%4.09%-2.81%9.31%
2022-5.92%-12.33%-5.58%6.75%
20214.26%5.53%-0.48%3.87%
2020-17.34%17.42%6.28%12.37%
201910.64%3.60%0.60%6.39%
20180.23%0.70%2.53%-9.32%
20176.12%4.24%4.07%3.83%
20160.76%1.61%4.94%0.31%
20154.25%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month60
3-month54
1-year6
3-year11
5-year1

Load adjusted returns

1-year16.54%
3-year3.29%
5-year9.40%
10-yearN/A