TRIEX Mutual Fund

TRIEX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
-3.29%
3 Months
-0.13%
6 Months
+8.75%
YTD
+8.68%
1 Year
+14.51%
3 Years (annualized)
+18.06%
5 Years (annualized)
+9.17%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+9.29%
vs Peers
-0.61%

TRIEX Mutual Fund Performance

TRIEX performance across multiple time periods: 1-month -3.29%, YTD 8.68%, 1-year 14.51%, 3-year 18.06%, 5-year 9.17%, 10-year 9.34%.

TRIEX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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