TRTIX Mutual Fund

NAV$27.43

Returns Overview

1 Month
+4.73%
3 Months
+8.03%
6 Months
+8.89%
YTD
+14.91%
1 Year
+27.28%
3 Years (annualized)
+22.79%
5 Years (annualized)
+13.93%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+14.91%
Peer Avg (YTD)
+8.71%
vs Peers
+6.20%

TRTIX Mutual Fund Performance

TRTIX performance across multiple time periods: 1-month 4.73%, YTD 14.91%, 1-year 27.28%, 3-year 22.79%, 5-year 13.93%, 10-year 10.53%.

TRTIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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