TRIFX Mutual Fund

NAV$4.89

Returns Overview

1 Month
-1.92%
3 Months
+4.89%
6 Months
+3.54%
YTD
+2.26%
1 Year
+11.79%
3 Years (annualized)
+10.02%
5 Years (annualized)
+4.55%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIFX 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)
+2.26%
Peer Avg (YTD)
+6.73%
vs Peers
-4.46%

TRIFX Mutual Fund Performance

TRIFX performance across multiple time periods: 1-month -1.92%, YTD 2.26%, 1-year 11.79%, 3-year 10.02%, 5-year 4.55%, 10-year 8.70%.

TRIFX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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