TXEFX Mutual Fund

TXEFX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
-2.15%
3 Months
-2.40%
6 Months
-1.31%
YTD
-1.18%
1 Year
-0.32%
3 Years (annualized)
+3.76%
5 Years (annualized)
+1.51%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TXEFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 7 Year Index
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
-3.84%
vs Peers
+2.66%

TXEFX Mutual Fund Performance

TXEFX performance across multiple time periods: 1-month -2.15%, YTD -1.18%, 1-year -0.32%, 3-year 3.76%, 5-year 1.51%, 10-year 1.72%.

TXEFX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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