TRACX Mutual Fund

TRACX Mutual Fund

NAV$22.45
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Returns Overview

1 Month
-3.39%
3 Months
-2.57%
6 Months
+12.33%
YTD
+16.93%
1 Year
+21.49%
3 Years (annualized)
+15.01%
5 Years (annualized)
+8.27%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRACX 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 500 Index(SPX)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+10.34%
vs Peers
+6.59%

TRACX Mutual Fund Performance

TRACX performance across multiple time periods: 1-month -3.39%, YTD 16.93%, 1-year 21.49%, 3-year 15.01%, 5-year 8.27%, 10-year 8.16%.

TRACX returns outperform the peer average of 10.34% YTD. With an expense ratio of 3.14%, investors should weigh costs against performance when evaluating this mutual fund.

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