TRLWX Mutual Fund

TRLWX Mutual Fund

NAV$28.97
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Returns Overview

1 Month
+3.15%
3 Months
+12.19%
6 Months
+13.97%
YTD
+12.84%
1 Year
+14.36%
3 Years (annualized)
+16.17%
5 Years (annualized)
+10.36%

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)
+12.84%
Peer Avg (YTD)
+9.49%
vs Peers
+3.35%

TRLWX Mutual Fund Performance

TRLWX performance across multiple time periods: 1-month 3.15%, YTD 12.84%, 1-year 14.36%, 3-year 16.17%, 5-year 10.36%.

TRLWX returns outperform the peer average of 9.49% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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