TRRLX Mutual Fund

NAV$21.67

Returns Overview

1 Month
+0.19%
3 Months
+12.56%
6 Months
+11.37%
YTD
+10.50%
1 Year
+25.27%
3 Years (annualized)
+17.70%
5 Years (annualized)
+9.05%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRLX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.50%
Peer Avg (YTD)
+7.64%
vs Peers
+2.86%

TRRLX Mutual Fund Performance

TRRLX performance across multiple time periods: 1-month 0.19%, YTD 10.50%, 1-year 25.27%, 3-year 17.70%, 5-year 9.05%, 10-year 11.97%.

TRRLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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