TRRLX Mutual Fund

TRRLX Mutual Fund

NAV$21.80
See how much of TRRLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.09%
3 Months
+3.63%
6 Months
+7.37%
YTD
+10.40%
1 Year
+21.33%
3 Years (annualized)
+16.29%
5 Years (annualized)
+8.91%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRLX 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 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+6.99%
vs Peers
+3.40%

TRRLX Mutual Fund Performance

TRRLX performance across multiple time periods: 1-month -0.09%, YTD 10.40%, 1-year 21.33%, 3-year 16.29%, 5-year 8.91%, 10-year 11.50%.

TRRLX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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