TXRAX Mutual Fund

TXRAX Mutual Fund

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Returns Overview

1 Month
-3.62%
3 Months
-5.04%
6 Months
-3.12%
YTD
-3.08%
1 Year
-2.69%
3 Years (annualized)
+3.18%
5 Years (annualized)
+1.28%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TXRAX 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 US MUNICIPAL INFLATION SWAP 5 YEAR ZERO COUPON CUSTOM INDEX
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
-3.84%
vs Peers
+0.76%

TXRAX Mutual Fund Performance

TXRAX performance across multiple time periods: 1-month -3.62%, YTD -3.08%, 1-year -2.69%, 3-year 3.18%, 5-year 1.28%, 10-year 2.03%.

TXRAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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