TRETX Mutual Fund

TRETX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
-1.60%
3 Months
-0.54%
6 Months
+3.06%
YTD
+9.47%
1 Year
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRETX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+6.70%
vs Peers
+2.77%

TRETX Mutual Fund Performance

TRETX performance across multiple time periods: 1-month -1.60%, YTD 9.47%, 1-year 11.22%.

TRETX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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