TRLCX Mutual Fund

TRLCX Mutual Fund

NAV$27.78
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Returns Overview

1 Month
+4.00%
3 Months
+8.34%
6 Months
+13.06%
YTD
+18.20%
1 Year
+29.25%
3 Years (annualized)
+18.01%
5 Years (annualized)
+12.33%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLCX 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 Value Index(RLV)
This Mutual Fund (YTD)
+18.20%
Peer Avg (YTD)
+11.41%
vs Peers
+6.79%

TRLCX Mutual Fund Performance

TRLCX performance across multiple time periods: 1-month 4.00%, YTD 18.20%, 1-year 29.25%, 3-year 18.01%, 5-year 12.33%, 10-year 11.42%.

TRLCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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