TRIWX Mutual Fund

TRIWX Mutual Fund

NAV$46.77
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Returns Overview

1 Month
+0.06%
3 Months
+0.06%
6 Months
+0.06%
YTD
+0.06%
1 Year
+14.45%
3 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIWX 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)
+0.06%
Peer Avg (YTD)
+6.64%
vs Peers
-6.57%

TRIWX Mutual Fund Performance

TRIWX performance across multiple time periods: 1-month 0.06%, YTD 0.06%, 1-year 14.45%, 3-year 3.48%.

TRIWX returns trail the peer average of 6.64% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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