TRLUX Mutual Fund

TRLUX Mutual Fund

NAV$27.65
See how much of TRLUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.23%
3 Months
+6.98%
6 Months
+13.90%
YTD
+22.78%
1 Year
+28.23%
3 Years (annualized)
+17.97%
5 Years (annualized)
+10.53%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLUX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+22.78%
Peer Avg (YTD)
+12.44%
vs Peers
+10.34%

TRLUX Mutual Fund Performance

TRLUX performance across multiple time periods: 1-month 1.23%, YTD 22.78%, 1-year 28.23%, 3-year 17.97%, 5-year 10.53%, 10-year 11.21%.

TRLUX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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