TRLCX Mutual Fund

TRLCX Mutual Fund

NAV$27.77
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Returns Overview

1 Month
+0.71%
3 Months
+8.03%
6 Months
+11.75%
YTD
+19.05%
1 Year
+25.90%
3 Years (annualized)
+19.17%
5 Years (annualized)
+12.00%
10 Years (annualized)
+11.29%

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)
+19.05%
Peer Avg (YTD)
+12.44%
vs Peers
+6.61%

TRLCX Mutual Fund Performance

TRLCX performance across multiple time periods: 1-month 0.71%, YTD 19.05%, 1-year 25.90%, 3-year 19.17%, 5-year 12.00%, 10-year 11.29%.

TRLCX returns outperform the peer average of 12.44% 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.