TRLUX Mutual Fund

NAV$28.25

Returns Overview

1 Month
+2.37%
3 Months
+14.96%
6 Months
+17.48%
YTD
+16.31%
1 Year
+40.33%
3 Years (annualized)
+20.16%
5 Years (annualized)
+12.33%

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

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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)
+16.31%
Peer Avg (YTD)
+9.49%
vs Peers
+6.82%

TRLUX Mutual Fund Performance

TRLUX performance across multiple time periods: 1-month 2.37%, YTD 16.31%, 1-year 40.33%, 3-year 20.16%, 5-year 12.33%.

TRLUX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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