TRLAX Mutual Fund

TRLAX Mutual Fund

NAV$9.61
See how much of TRLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.42%
3 Months
+1.70%
6 Months
+3.78%
YTD
+5.47%
1 Year
+11.92%
3 Years (annualized)
+10.37%
5 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+6.99%
vs Peers
-1.52%

TRLAX Mutual Fund Performance

TRLAX performance across multiple time periods: 1-month -0.42%, YTD 5.47%, 1-year 11.92%, 3-year 10.37%, 5-year 5.10%.

TRLAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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