TXRIX Mutual Fund

TXRIX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-3.69%
3 Months
-5.07%
6 Months
-3.10%
YTD
-2.99%
1 Year
-2.44%
3 Years (annualized)
+3.52%
5 Years (annualized)
+1.59%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TXRIX 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)
-2.99%
Peer Avg (YTD)
-3.84%
vs Peers
+0.85%

TXRIX Mutual Fund Performance

TXRIX performance across multiple time periods: 1-month -3.69%, YTD -2.99%, 1-year -2.44%, 3-year 3.52%, 5-year 1.59%, 10-year 2.36%.

TXRIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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