TRRIX Mutual Fund

NAV$14.71

Returns Overview

1 Month
-0.07%
3 Months
+5.52%
6 Months
+5.10%
YTD
+4.88%
1 Year
+11.33%
3 Years (annualized)
+9.57%
5 Years (annualized)
+4.41%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRIX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+4.14%
vs Peers
+0.73%

TRRIX Mutual Fund Performance

TRRIX performance across multiple time periods: 1-month -0.07%, YTD 4.88%, 1-year 11.33%, 3-year 9.57%, 5-year 4.41%, 10-year 6.39%.

TRRIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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