TRIIX Mutual Fund

TRIIX Mutual Fund

NAV$4.64
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Returns Overview

1 Month
-5.89%
3 Months
-1.35%
6 Months
+3.77%
YTD
+1.22%
1 Year
-0.05%
3 Years (annualized)
+11.03%
5 Years (annualized)
+5.57%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIIX 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
BofA Merrill Lynch US Cash Pay High Yield Index
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+6.10%
vs Peers
-4.88%

TRIIX Mutual Fund Performance

TRIIX performance across multiple time periods: 1-month -5.89%, YTD 1.22%, 1-year -0.05%, 3-year 11.03%, 5-year 5.57%, 10-year 8.40%.

TRIIX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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