TRAIX Mutual Fund

NAV$38.15

Returns Overview

1 Month
-0.26%
3 Months
+9.48%
6 Months
+6.02%
YTD
+6.05%
1 Year
+20.01%
3 Years (annualized)
+15.45%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+5.87%
vs Peers
+0.18%

TRAIX Mutual Fund Performance

TRAIX performance across multiple time periods: 1-month -0.26%, YTD 6.05%, 1-year 20.01%, 3-year 15.45%, 5-year 10.27%, 10-year 11.75%.

TRAIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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