TRILX Mutual Fund

TRILX Mutual Fund

NAV$17.95
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Returns Overview

1 Month
-1.72%
3 Months
-1.23%
6 Months
+5.07%
YTD
+4.09%
1 Year
+6.23%
3 Years (annualized)
+6.42%
5 Years (annualized)
+0.73%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRILX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index Retirement Income Fund Composite Index(^TIAARCIN)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+2.46%
vs Peers
+1.63%

TRILX Mutual Fund Performance

TRILX performance across multiple time periods: 1-month -1.72%, YTD 4.09%, 1-year 6.23%, 3-year 6.42%, 5-year 0.73%, 10-year 3.12%.

TRILX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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