TIRTX Mutual Fund

NAV$30.38

Returns Overview

1 Month
-2.77%
3 Months
+14.85%
6 Months
+4.65%
YTD
+4.65%
1 Year
+14.54%
3 Years (annualized)
+19.95%
5 Years (annualized)
+9.33%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIRTX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+8.97%
vs Peers
-4.32%

TIRTX Mutual Fund Performance

TIRTX performance across multiple time periods: 1-month -2.77%, YTD 4.65%, 1-year 14.54%, 3-year 19.95%, 5-year 9.33%, 10-year 16.48%.

TIRTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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