TRIIX Mutual Fund

NAV$4.87

Returns Overview

1 Month
-1.70%
3 Months
+5.19%
6 Months
+3.89%
YTD
+2.61%
1 Year
+12.35%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.88%
10 Years (annualized)
+9.05%

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
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)
+2.61%
Peer Avg (YTD)
+6.73%
vs Peers
-4.12%

TRIIX Mutual Fund Performance

TRIIX performance across multiple time periods: 1-month -1.70%, YTD 2.61%, 1-year 12.35%, 3-year 10.32%, 5-year 4.88%, 10-year 9.05%.

TRIIX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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