TERXX Mutual Fund

TERXX Mutual Fund

NAV$1.00
See how much of TERXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.17%
3 Months
+0.56%
6 Months
+1.16%
YTD
+1.31%
1 Year
+2.15%
3 Years (annualized)
+2.57%
5 Years (annualized)
+2.13%

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
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
Lipper Tax-Exempt Money Market Funds Index(LIPTEMMFI)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+2.25%
vs Peers
-0.94%

TERXX Mutual Fund Performance

TERXX performance across multiple time periods: 1-month 0.17%, YTD 1.31%, 1-year 2.15%, 3-year 2.57%, 5-year 2.13%.

TERXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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