TRSLX Mutual Fund

NAV$6.68

Returns Overview

1 Month
+6.40%
3 Months
+19.82%
6 Months
+27.64%
YTD
+26.43%
1 Year
+45.84%
3 Years (annualized)
+26.53%
5 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+26.43%
Peer Avg (YTD)
+18.52%
vs Peers
+7.90%

TRSLX Mutual Fund Performance

TRSLX performance across multiple time periods: 1-month 6.40%, YTD 26.43%, 1-year 45.84%, 3-year 26.53%, 5-year 13.01%.

TRSLX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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