TRAIX Mutual Fund

TRAIX Mutual Fund

NAV$38.54
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Returns Overview

1 Month
+2.15%
3 Months
+2.61%
6 Months
+9.22%
YTD
+9.10%
1 Year
+12.31%
3 Years (annualized)
+13.34%
5 Years (annualized)
+8.54%
10 Years (annualized)
+11.52%

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)
+9.10%
Peer Avg (YTD)
+6.28%
vs Peers
+2.81%

TRAIX Mutual Fund Performance

TRAIX performance across multiple time periods: 1-month 2.15%, YTD 9.10%, 1-year 12.31%, 3-year 13.34%, 5-year 8.54%, 10-year 11.52%.

TRAIX returns outperform the peer average of 6.28% 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.