TRIPX Mutual Fund

NAV$30.41

Returns Overview

1 Month
+1.10%
3 Months
+3.15%
6 Months
+4.36%
YTD
+8.26%
1 Year
+15.61%
3 Years (annualized)
+15.71%
5 Years (annualized)
+8.26%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIPX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+9.13%
vs Peers
-0.87%

TRIPX Mutual Fund Performance

TRIPX performance across multiple time periods: 1-month 1.10%, YTD 8.26%, 1-year 15.61%, 3-year 15.71%, 5-year 8.26%, 10-year 9.19%.

TRIPX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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