TRARX Mutual Fund

TRARX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
+0.99%
3 Months
+0.66%
6 Months
+2.25%
YTD
+4.97%
1 Year
+8.19%
3 Years (annualized)
+9.19%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRARX 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
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📉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 Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+8.76%
vs Peers
-3.79%

TRARX Mutual Fund Performance

TRARX performance across multiple time periods: 1-month 0.99%, YTD 4.97%, 1-year 8.19%, 3-year 9.19%, 5-year 3.79%, 10-year 5.66%.

TRARX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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