TRLGX Mutual Fund

TRLGX Mutual Fund

NAV$89.40
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Returns Overview

1 Month
-0.96%
3 Months
+1.22%
6 Months
+3.77%
YTD
+1.16%
1 Year
+7.75%
3 Years (annualized)
+18.94%
5 Years (annualized)
+8.73%
10 Years (annualized)
+17.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLGX 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)
+1.16%
Peer Avg (YTD)
+6.23%
vs Peers
-5.08%

TRLGX Mutual Fund Performance

TRLGX performance across multiple time periods: 1-month -0.96%, YTD 1.16%, 1-year 7.75%, 3-year 18.94%, 5-year 8.73%, 10-year 17.01%.

TRLGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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