TRIRX Mutual Fund

TRIRX Mutual Fund

NAV$78.41
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Returns Overview

1 Month
-4.40%
3 Months
-0.53%
6 Months
+1.89%
YTD
+0.60%
1 Year
+7.89%
3 Years (annualized)
+19.01%
5 Years (annualized)
+11.59%
10 Years (annualized)
+17.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.60%
Peer Avg (YTD)
+6.23%
vs Peers
-5.63%

TRIRX Mutual Fund Performance

TRIRX performance across multiple time periods: 1-month -4.40%, YTD 0.60%, 1-year 7.89%, 3-year 19.01%, 5-year 11.59%, 10-year 17.12%.

TRIRX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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