TRLHX Mutual Fund

TRLHX Mutual Fund

NAV$29.10
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Returns Overview

1 Month
+3.77%
3 Months
+1.38%
6 Months
+9.92%
YTD
+20.03%
1 Year
+24.65%
3 Years (annualized)
+22.28%
5 Years (annualized)
+11.95%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLHX 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)
+20.03%
Peer Avg (YTD)
+14.61%
vs Peers
+5.41%

TRLHX Mutual Fund Performance

TRLHX performance across multiple time periods: 1-month 3.77%, YTD 20.03%, 1-year 24.65%, 3-year 22.28%, 5-year 11.95%, 10-year 11.76%.

TRLHX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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