TRXIX Mutual Fund

NAV$13.55

Returns Overview

1 Month
+0.37%
3 Months
+3.12%
6 Months
+6.54%
YTD
+6.29%
1 Year
+12.90%
3 Years (annualized)
+9.98%
5 Years (annualized)
+5.62%
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
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)
+6.29%
Peer Avg (YTD)
+5.87%
vs Peers
+0.43%

TRXIX Mutual Fund Performance

TRXIX performance across multiple time periods: 1-month 0.37%, YTD 6.29%, 1-year 12.90%, 3-year 9.98%, 5-year 5.62%, 10-year 5.92%.

TRXIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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