TRRIX Mutual Fund

TRRIX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-1.88%
3 Months
-1.33%
6 Months
+4.29%
YTD
+3.65%
1 Year
+5.49%
3 Years (annualized)
+9.79%
5 Years (annualized)
+4.22%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRIX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.65%
Peer Avg (YTD)
+2.46%
vs Peers
+1.19%

TRRIX Mutual Fund Performance

TRRIX performance across multiple time periods: 1-month -1.88%, YTD 3.65%, 1-year 5.49%, 3-year 9.79%, 5-year 4.22%, 10-year 6.27%.

TRRIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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