TRLUX Mutual Fund

TRLUX Mutual Fund

NAV$27.97
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Returns Overview

1 Month
-2.53%
3 Months
+1.86%
6 Months
+17.10%
YTD
+18.47%
1 Year
+24.48%
3 Years (annualized)
+17.97%
5 Years (annualized)
+10.53%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLUX 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)
+18.47%
Peer Avg (YTD)
+10.00%
vs Peers
+8.48%

TRLUX Mutual Fund Performance

TRLUX performance across multiple time periods: 1-month -2.53%, YTD 18.47%, 1-year 24.48%, 3-year 17.97%, 5-year 10.53%, 10-year 11.21%.

TRLUX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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