TNXIX Mutual Fund

TNXIX Mutual Fund

NAV$23.70
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Returns Overview

1 Month
-2.69%
3 Months
+14.29%
6 Months
+6.59%
YTD
+6.55%
1 Year
+20.98%
3 Years (annualized)
+20.20%
5 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNXIX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+6.55%
Peer Avg (YTD)
+7.64%
vs Peers
-1.09%

TNXIX Mutual Fund Performance

TNXIX performance across multiple time periods: 1-month -2.69%, YTD 6.55%, 1-year 20.98%, 3-year 20.20%, 5-year 11.54%.

TNXIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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