TXRAX Mutual Fund

TXRAX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-1.32%
3 Months
-0.89%
6 Months
-0.17%
YTD
+0.72%
1 Year
+4.11%
3 Years (annualized)
+2.90%
5 Years (annualized)
+1.33%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TXRAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BLOOMBERG US MUNICIPAL INFLATION SWAP 5 YEAR ZERO COUPON CUSTOM INDEX
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+0.23%
vs Peers
+0.49%

TXRAX Mutual Fund Performance

TXRAX performance across multiple time periods: 1-month -1.32%, YTD 0.72%, 1-year 4.11%, 3-year 2.90%, 5-year 1.33%, 10-year 2.14%.

TXRAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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