TXRAX Mutual Fund

NAV$9.33

Returns Overview

1 Month
+0.17%
3 Months
+2.02%
6 Months
+2.17%
YTD
+2.07%
1 Year
+5.57%
3 Years (annualized)
+3.54%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.25%

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

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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
BLOOMBERG US MUNICIPAL INFLATION SWAP 5 YEAR ZERO COUPON CUSTOM INDEX
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+1.79%
vs Peers
+0.28%

TXRAX Mutual Fund Performance

TXRAX performance across multiple time periods: 1-month 0.17%, YTD 2.07%, 1-year 5.57%, 3-year 3.54%, 5-year 1.99%, 10-year 2.25%.

TXRAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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