TRLGX Mutual Fund

TRLGX Mutual Fund

NAV$83.04
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Returns Overview

1 Month
-5.52%
3 Months
-1.12%
6 Months
+0.08%
YTD
+0.02%
1 Year
-2.73%
3 Years (annualized)
+20.55%
5 Years (annualized)
+7.90%
10 Years (annualized)
+17.25%

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)
+0.02%
Peer Avg (YTD)
+5.23%
vs Peers
-5.21%

TRLGX Mutual Fund Performance

TRLGX performance across multiple time periods: 1-month -5.52%, YTD 0.02%, 1-year -2.73%, 3-year 20.55%, 5-year 7.90%, 10-year 17.25%.

TRLGX returns trail the peer average of 5.23% 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.