TRATX Mutual Fund

TRATX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
-0.42%
3 Months
+1.87%
6 Months
+4.17%
YTD
+5.95%
1 Year
+12.82%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+6.99%
vs Peers
-1.05%

TRATX Mutual Fund Performance

TRATX performance across multiple time periods: 1-month -0.42%, YTD 5.95%, 1-year 12.82%.

TRATX returns trail the peer average of 6.99% 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.