TRILX Mutual Fund

TRILX Mutual Fund

NAV$18.31
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Returns Overview

1 Month
-0.77%
3 Months
+1.38%
6 Months
+3.33%
YTD
+4.58%
1 Year
+10.83%
3 Years (annualized)
+9.68%
5 Years (annualized)
+4.63%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRILX 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
Lifecycle Index Retirement Income Fund Composite Index(^TIAARCIN)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+3.39%
vs Peers
+1.19%

TRILX Mutual Fund Performance

TRILX performance across multiple time periods: 1-month -0.77%, YTD 4.58%, 1-year 10.83%, 3-year 9.68%, 5-year 4.63%, 10-year 6.28%.

TRILX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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