TERXX Mutual Fund

TERXX Mutual Fund

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Returns Overview

3 Months
+0.42%
6 Months
+0.74%
YTD
+0.74%
1 Year
+1.78%
3 Years (annualized)
+2.55%
5 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TERXX 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
Lipper Tax-Exempt Money Market Funds Index(LIPTEMMFI)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+1.70%
vs Peers
-0.96%

TERXX Mutual Fund Performance

TERXX performance across multiple time periods: YTD 0.74%, 1-year 1.78%, 3-year 2.55%, 5-year 2.01%.

TERXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

TERXX performance comparison shows side-by-side returns with another fund. TERXX alternatives are available in the Mutual Fund Screener.