TRICX Mutual Fund

TRICX Mutual Fund

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Returns Overview

1 Month
-0.01%
3 Months
-1.91%
6 Months
+0.40%
YTD
+3.36%
1 Year
+6.60%
3 Years (annualized)
+7.74%
5 Years (annualized)
+4.16%
10 Years (annualized)
+7.23%

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
PROUpgrade to run
📉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)
+3.36%
Peer Avg (YTD)
+6.57%
vs Peers
-3.21%

TRICX Mutual Fund Performance

TRICX performance across multiple time periods: 1-month -0.01%, YTD 3.36%, 1-year 6.60%, 3-year 7.74%, 5-year 4.16%, 10-year 7.23%.

TRICX returns trail the peer average of 6.57% 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.