TTRIX Mutual Fund

NAV$21.57

Returns Overview

1 Month
+0.38%
3 Months
+12.31%
6 Months
+9.28%
YTD
+8.44%
1 Year
+19.86%
3 Years (annualized)
+17.36%
5 Years (annualized)
+8.80%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TTRIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lifecycle 2055 Fund Composite Index(^LF2500COMP)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+7.64%
vs Peers
+0.80%

TTRIX Mutual Fund Performance

TTRIX performance across multiple time periods: 1-month 0.38%, YTD 8.44%, 1-year 19.86%, 3-year 17.36%, 5-year 8.80%, 10-year 11.51%.

TTRIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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