TRXAX Mutual Fund

TRXAX Mutual Fund

NAV$13.33
See how much of TRXAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.65%
3 Months
+1.43%
6 Months
-0.22%
YTD
+7.27%
1 Year
+11.97%
3 Years (annualized)
+9.75%
5 Years (annualized)
+5.42%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRXAX 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
BofA Merrill Lynch US Corporate A-AAA 1-3 Year Total Return Index
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+6.28%
vs Peers
+0.99%

TRXAX Mutual Fund Performance

TRXAX performance across multiple time periods: 1-month 1.65%, YTD 7.27%, 1-year 11.97%, 3-year 9.75%, 5-year 5.42%, 10-year 5.62%.

TRXAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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