TRAFX Mutual Fund

TRAFX Mutual Fund

NAV$33.82
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Returns Overview

1 Month
-1.82%
3 Months
-0.95%
6 Months
+6.72%
YTD
+4.13%
1 Year
+6.34%
3 Years (annualized)
+11.51%
5 Years (annualized)
+4.55%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRAFX 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 Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+9.91%
vs Peers
-5.78%

TRAFX Mutual Fund Performance

TRAFX performance across multiple time periods: 1-month -1.82%, YTD 4.13%, 1-year 6.34%, 3-year 11.51%, 5-year 4.55%, 10-year 7.64%.

TRAFX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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