TXRIX Mutual Fund

TXRIX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
-1.30%
3 Months
-0.71%
6 Months
-0.05%
YTD
+0.86%
1 Year
+4.36%
3 Years (annualized)
+3.18%
5 Years (annualized)
+1.58%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TXRIX 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)
+0.86%
Peer Avg (YTD)
+0.23%
vs Peers
+0.63%

TXRIX Mutual Fund Performance

TXRIX performance across multiple time periods: 1-month -1.30%, YTD 0.86%, 1-year 4.36%, 3-year 3.18%, 5-year 1.58%, 10-year 2.41%.

TXRIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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