TRATX Mutual Fund

TRATX Mutual Fund

NAV$11.58
See how much of TRATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.12%
3 Months
+0.89%
6 Months
+3.50%
YTD
+7.14%
1 Year
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRATX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+8.76%
vs Peers
-1.62%

TRATX Mutual Fund Performance

TRATX performance across multiple time periods: 1-month 1.12%, YTD 7.14%, 1-year 11.76%.

TRATX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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