TTRLX Mutual Fund

TTRLX Mutual Fund

NAV$21.47
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Returns Overview

1 Month
+0.38%
3 Months
+12.28%
6 Months
+9.18%
YTD
+8.33%
1 Year
+19.57%
3 Years (annualized)
+17.10%
5 Years (annualized)
+8.54%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TTRLX 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
Lifecycle 2055 Fund Composite Index(^LF2500COMP)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+7.64%
vs Peers
+0.69%

TTRLX Mutual Fund Performance

TTRLX performance across multiple time periods: 1-month 0.38%, YTD 8.33%, 1-year 19.57%, 3-year 17.10%, 5-year 8.54%, 10-year 11.16%.

TTRLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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