TRICX Mutual Fund

NAV$4.95

Returns Overview

1 Month
-1.78%
3 Months
+4.92%
6 Months
+3.37%
YTD
+2.10%
1 Year
+11.22%
3 Years (annualized)
+9.20%
5 Years (annualized)
+3.82%
10 Years (annualized)
+7.95%

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
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
BofA Merrill Lynch US Cash Pay High Yield Index
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+6.73%
vs Peers
-4.63%

TRICX Mutual Fund Performance

TRICX performance across multiple time periods: 1-month -1.78%, YTD 2.10%, 1-year 11.22%, 3-year 9.20%, 5-year 3.82%, 10-year 7.95%.

TRICX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.95%, investors should weigh costs against performance when evaluating this mutual fund.

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