TRLCX Mutual Fund

TRLCX Mutual Fund

NAV$28.06
See how much of TRLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.01%
3 Months
+1.59%
6 Months
+13.79%
YTD
+14.31%
1 Year
+20.09%
3 Years (annualized)
+19.17%
5 Years (annualized)
+12.00%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLCX 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

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.31%
Peer Avg (YTD)
+10.00%
vs Peers
+4.31%

TRLCX Mutual Fund Performance

TRLCX performance across multiple time periods: 1-month -3.01%, YTD 14.31%, 1-year 20.09%, 3-year 19.17%, 5-year 12.00%, 10-year 11.29%.

TRLCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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