TRLCX Mutual Fund

TRLCX Mutual Fund

NAV$28.93
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Returns Overview

1 Month
+3.80%
3 Months
+1.39%
6 Months
+9.85%
YTD
+19.85%
1 Year
+24.40%
3 Years (annualized)
+22.05%
5 Years (annualized)
+11.74%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.85%
Peer Avg (YTD)
+14.61%
vs Peers
+5.23%

TRLCX Mutual Fund Performance

TRLCX performance across multiple time periods: 1-month 3.80%, YTD 19.85%, 1-year 24.40%, 3-year 22.05%, 5-year 11.74%, 10-year 11.57%.

TRLCX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

TRLCX vs another fund shows side-by-side returns. TRLCX alternatives are available in the Mutual Fund Screener.