TRXAX Mutual Fund

TRXAX Mutual Fund

NAV$13.59
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Returns Overview

1 Month
-0.60%
3 Months
+0.99%
6 Months
+1.49%
YTD
+5.53%
1 Year
+12.24%
3 Years (annualized)
+8.95%
5 Years (annualized)
+5.23%
10 Years (annualized)
+5.48%

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
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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
BofA Merrill Lynch US Corporate A-AAA 1-3 Year Total Return Index
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+5.54%
vs Peers
-0.01%

TRXAX Mutual Fund Performance

TRXAX performance across multiple time periods: 1-month -0.60%, YTD 5.53%, 1-year 12.24%, 3-year 8.95%, 5-year 5.23%, 10-year 5.48%.

TRXAX returns trail the peer average of 5.54% 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.