TRXIX Mutual Fund

TRXIX Mutual Fund

NAV$13.36
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Returns Overview

1 Month
-2.46%
3 Months
-1.37%
6 Months
+1.71%
YTD
+4.83%
1 Year
+7.36%
3 Years (annualized)
+10.01%
5 Years (annualized)
+5.67%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRXIX 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
BofA Merrill Lynch US Corporate A-AAA 1-3 Year Total Return Index
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+4.96%
vs Peers
-0.13%

TRXIX Mutual Fund Performance

TRXIX performance across multiple time periods: 1-month -2.46%, YTD 4.83%, 1-year 7.36%, 3-year 10.01%, 5-year 5.67%, 10-year 5.89%.

TRXIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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