TRETX Mutual Fund

TRETX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-1.40%
3 Months
+0.27%
6 Months
+14.17%
YTD
+11.24%
1 Year
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRETX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+7.10%
vs Peers
+4.14%

TRETX Mutual Fund Performance

TRETX performance across multiple time periods: 1-month -1.40%, YTD 11.24%, 1-year 15.28%.

TRETX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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