TRLUX Mutual Fund

TRLUX Mutual Fund

NAV$28.16
See how much of TRLUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.24%
3 Months
+8.89%
6 Months
+16.34%
YTD
+21.29%
1 Year
+31.53%
3 Years (annualized)
+15.98%
5 Years (annualized)
+10.89%
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)
+21.29%
Peer Avg (YTD)
+11.41%
vs Peers
+9.88%

TRLUX Mutual Fund Performance

TRLUX performance across multiple time periods: 1-month 3.24%, YTD 21.29%, 1-year 31.53%, 3-year 15.98%, 5-year 10.89%, 10-year 11.21%.

TRLUX returns outperform the peer average of 11.41% 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.