TRXRX Mutual Fund

TRXRX Mutual Fund

NAV$19.16
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Returns Overview

1 Month
+1.84%
3 Months
+1.78%
6 Months
+5.27%
YTD
+10.05%
1 Year
+16.08%
3 Years (annualized)
+14.93%
5 Years (annualized)
+6.94%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRXRX 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
S&P Target Date 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+8.76%
vs Peers
+1.29%

TRXRX Mutual Fund Performance

TRXRX performance across multiple time periods: 1-month 1.84%, YTD 10.05%, 1-year 16.08%, 3-year 14.93%, 5-year 6.94%, 10-year 9.87%.

TRXRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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