TRLGX Mutual Fund

TRLGX Mutual Fund

NAV$91.25
See how much of TRLGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.83%
3 Months
+3.65%
6 Months
+19.19%
YTD
+5.87%
1 Year
+7.41%
3 Years (annualized)
+20.52%
5 Years (annualized)
+9.03%
10 Years (annualized)
+17.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLGX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+8.68%
vs Peers
-2.81%

TRLGX Mutual Fund Performance

TRLGX performance across multiple time periods: 1-month 0.83%, YTD 5.87%, 1-year 7.41%, 3-year 20.52%, 5-year 9.03%, 10-year 17.90%.

TRLGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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