TRTIX Mutual Fund

TRTIX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
-1.29%
3 Months
-4.37%
6 Months
+2.68%
YTD
+9.22%
1 Year
+17.71%
3 Years (annualized)
+24.85%
5 Years (annualized)
+13.20%
10 Years (annualized)
+10.06%

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
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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+10.38%
vs Peers
-1.17%

TRTIX Mutual Fund Performance

TRTIX performance across multiple time periods: 1-month -1.29%, YTD 9.22%, 1-year 17.71%, 3-year 24.85%, 5-year 13.20%, 10-year 10.06%.

TRTIX returns trail the peer average of 10.38% 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.