TRLHX Mutual Fund

TRLHX Mutual Fund

NAV$28.22
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Returns Overview

1 Month
-2.99%
3 Months
+1.66%
6 Months
+13.94%
YTD
+14.51%
1 Year
+20.36%
3 Years (annualized)
+19.41%
5 Years (annualized)
+12.21%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLHX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.51%
Peer Avg (YTD)
+10.00%
vs Peers
+4.51%

TRLHX Mutual Fund Performance

TRLHX performance across multiple time periods: 1-month -2.99%, YTD 14.51%, 1-year 20.36%, 3-year 19.41%, 5-year 12.21%, 10-year 11.08%.

TRLHX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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