TRAFX Mutual Fund

NAV$34.13

Returns Overview

1 Month
-0.41%
3 Months
+7.73%
6 Months
+6.29%
YTD
+5.96%
1 Year
+13.27%
3 Years (annualized)
+11.45%
5 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRAFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Growth Total Return USD(^SPTGGUTR:SP)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+9.51%
vs Peers
-3.55%

TRAFX Mutual Fund Performance

TRAFX performance across multiple time periods: 1-month -0.41%, YTD 5.96%, 1-year 13.27%, 3-year 11.45%, 5-year 4.27%.

TRAFX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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