TRXIX Mutual Fund

TRXIX Mutual Fund

NAV$13.56
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Returns Overview

1 Month
+1.52%
3 Months
+0.65%
6 Months
+1.70%
YTD
+6.42%
1 Year
+8.22%
3 Years (annualized)
+11.01%
5 Years (annualized)
+5.48%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRXIX 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
BofA Merrill Lynch US Corporate A-AAA 1-3 Year Total Return Index
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+5.30%
vs Peers
+1.12%

TRXIX Mutual Fund Performance

TRXIX performance across multiple time periods: 1-month 1.52%, YTD 6.42%, 1-year 8.22%, 3-year 11.01%, 5-year 5.48%, 10-year 5.92%.

TRXIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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