TOPXX Mutual Fund

TOPXX Mutual Fund

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Returns Overview

3 Months
+0.90%
6 Months
+1.51%
YTD
+1.51%
1 Year
+3.75%
3 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOPXX 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 US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+2.25%
vs Peers
-0.74%

TOPXX Mutual Fund Performance

TOPXX performance across multiple time periods: YTD 1.51%, 1-year 3.75%, 3-year 3.66%.

TOPXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this mutual fund.

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