TRLDX Mutual Fund

TRLDX Mutual Fund

NAV$4.71
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Returns Overview

1 Month
+0.12%
3 Months
-0.50%
6 Months
+0.90%
YTD
+1.45%
1 Year
+2.65%
3 Years (annualized)
+4.65%
5 Years (annualized)
+2.13%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLDX 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
Bloomberg 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+0.12%
vs Peers
+1.33%

TRLDX Mutual Fund Performance

TRLDX performance across multiple time periods: 1-month 0.12%, YTD 1.45%, 1-year 2.65%, 3-year 4.65%, 5-year 2.13%, 10-year 2.77%.

TRLDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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