TRICX Mutual Fund

TRICX Mutual Fund

NAV$4.67
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Returns Overview

1 Month
+4.65%
3 Months
+2.77%
6 Months
+8.97%
YTD
+8.17%
1 Year
+6.89%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.55%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRICX 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
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📉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
BofA Merrill Lynch US Cash Pay High Yield Index
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+7.17%
vs Peers
+1.00%

TRICX Mutual Fund Performance

TRICX performance across multiple time periods: 1-month 4.65%, YTD 8.17%, 1-year 6.89%, 3-year 9.90%, 5-year 4.55%, 10-year 7.32%.

TRICX returns outperform the peer average of 7.17% YTD. With an expense ratio of 2.95%, investors should weigh costs against performance when evaluating this mutual fund.

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