TRLWX Mutual Fund

TRLWX Mutual Fund

NAV$28.03
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Returns Overview

1 Month
+0.78%
3 Months
+8.20%
6 Months
+12.12%
YTD
+19.56%
1 Year
+26.76%
3 Years (annualized)
+16.52%
5 Years (annualized)
+10.63%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLWX 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 Value Index(RLV)
This Mutual Fund (YTD)
+19.56%
Peer Avg (YTD)
+12.44%
vs Peers
+7.12%

TRLWX Mutual Fund Performance

TRLWX performance across multiple time periods: 1-month 0.78%, YTD 19.56%, 1-year 26.76%, 3-year 16.52%, 5-year 10.63%, 10-year 11.99%.

TRLWX returns outperform the peer average of 12.44% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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