TRTIX Mutual Fund

TRTIX Mutual Fund

NAV$26.21
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Returns Overview

1 Month
-3.72%
3 Months
+0.84%
6 Months
+9.90%
YTD
+10.64%
1 Year
+19.93%
3 Years (annualized)
+24.34%
5 Years (annualized)
+14.66%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTIX 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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+9.89%
vs Peers
+0.75%

TRTIX Mutual Fund Performance

TRTIX performance across multiple time periods: 1-month -3.72%, YTD 10.64%, 1-year 19.93%, 3-year 24.34%, 5-year 14.66%, 10-year 10.45%.

TRTIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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