TRXAX Mutual Fund

TRXAX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-2.45%
3 Months
-1.43%
6 Months
+1.67%
YTD
+4.65%
1 Year
+7.19%
3 Years (annualized)
+9.75%
5 Years (annualized)
+5.42%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRXAX 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
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📉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
BofA Merrill Lynch US Corporate A-AAA 1-3 Year Total Return Index
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+4.96%
vs Peers
-0.32%

TRXAX Mutual Fund Performance

TRXAX performance across multiple time periods: 1-month -2.45%, YTD 4.65%, 1-year 7.19%, 3-year 9.75%, 5-year 5.42%, 10-year 5.62%.

TRXAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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