TRAIX Mutual Fund

TRAIX Mutual Fund

NAV$38.86
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Returns Overview

1 Month
+0.71%
3 Months
+3.58%
6 Months
+6.33%
YTD
+6.80%
1 Year
+10.41%
3 Years (annualized)
+12.38%
5 Years (annualized)
+8.47%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRAIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+5.54%
vs Peers
+1.27%

TRAIX Mutual Fund Performance

TRAIX performance across multiple time periods: 1-month 0.71%, YTD 6.80%, 1-year 10.41%, 3-year 12.38%, 5-year 8.47%, 10-year 11.57%.

TRAIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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