TRIIX Mutual Fund

TRIIX Mutual Fund

NAV$4.74
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Returns Overview

1 Month
+0.07%
3 Months
-1.68%
6 Months
+0.90%
YTD
+3.96%
1 Year
+7.68%
3 Years (annualized)
+8.85%
5 Years (annualized)
+5.22%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIIX 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)
+3.96%
Peer Avg (YTD)
+6.57%
vs Peers
-2.61%

TRIIX Mutual Fund Performance

TRIIX performance across multiple time periods: 1-month 0.07%, YTD 3.96%, 1-year 7.68%, 3-year 8.85%, 5-year 5.22%, 10-year 8.30%.

TRIIX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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