TILRX Mutual Fund

TILRX Mutual Fund

NAV$30.57
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Returns Overview

1 Month
+1.21%
3 Months
+0.10%
6 Months
+14.98%
YTD
+4.78%
1 Year
+6.51%
3 Years (annualized)
+18.50%
5 Years (annualized)
+8.35%
10 Years (annualized)
+15.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TILRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+8.68%
vs Peers
-3.90%

TILRX Mutual Fund Performance

TILRX performance across multiple time periods: 1-month 1.21%, YTD 4.78%, 1-year 6.51%, 3-year 18.50%, 5-year 8.35%, 10-year 15.85%.

TILRX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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