TRLHX Mutual Fund

NAV$28.90

Returns Overview

1 Month
+3.12%
3 Months
+12.08%
6 Months
+13.77%
YTD
+12.64%
1 Year
+24.44%
3 Years (annualized)
+18.08%
5 Years (annualized)
+11.96%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.64%
Peer Avg (YTD)
+9.49%
vs Peers
+3.15%

TRLHX Mutual Fund Performance

TRLHX performance across multiple time periods: 1-month 3.12%, YTD 12.64%, 1-year 24.44%, 3-year 18.08%, 5-year 11.96%, 10-year 11.23%.

TRLHX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

TRLHX performance comparison shows side-by-side returns with another fund. TRLHX alternatives are available in the Mutual Fund Screener.