TRRIX Mutual Fund

TRRIX Mutual Fund

NAV$14.51
See how much of TRRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.37%
3 Months
+1.35%
6 Months
+3.17%
YTD
+4.66%
1 Year
+10.67%
3 Years (annualized)
+9.15%
5 Years (annualized)
+4.33%
10 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRIX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+3.39%
vs Peers
+1.27%

TRRIX Mutual Fund Performance

TRRIX performance across multiple time periods: 1-month -0.37%, YTD 4.66%, 1-year 10.67%, 3-year 9.15%, 5-year 4.33%, 10-year 6.16%.

TRRIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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