TRTIX Mutual Fund

TRTIX Mutual Fund

NAV$27.36
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Returns Overview

1 Month
+4.09%
3 Months
+7.37%
6 Months
+8.22%
YTD
+15.85%
1 Year
+32.98%
3 Years (annualized)
+22.89%
5 Years (annualized)
+15.07%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTIX 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
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📉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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+15.85%
Peer Avg (YTD)
+11.12%
vs Peers
+4.73%

TRTIX Mutual Fund Performance

TRTIX performance across multiple time periods: 1-month 4.09%, YTD 15.85%, 1-year 32.98%, 3-year 22.89%, 5-year 15.07%, 10-year 10.55%.

TRTIX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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