TRXCX Mutual Fund

NAV$13.15

Returns Overview

1 Month
+0.28%
3 Months
+2.86%
6 Months
+6.02%
YTD
+5.68%
1 Year
+11.75%
3 Years (annualized)
+8.83%
5 Years (annualized)
+4.55%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRXCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
BofA Merrill Lynch US Corporate A-AAA 1-3 Year Total Return Index
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+5.87%
vs Peers
-0.19%

TRXCX Mutual Fund Performance

TRXCX performance across multiple time periods: 1-month 0.28%, YTD 5.68%, 1-year 11.75%, 3-year 8.83%, 5-year 4.55%, 10-year 4.86%.

TRXCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

TRXCX performance comparison shows side-by-side returns with another fund. TRXCX alternatives are available in the Mutual Fund Screener.