TRARX Mutual Fund

TRARX Mutual Fund

NAV$12.06
See how much of TRARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
-0.16%
6 Months
+0.92%
YTD
+3.77%
1 Year
+4.77%
3 Years (annualized)
+10.09%
5 Years (annualized)
+3.55%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRARX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+14.77%
vs Peers
-11.00%

TRARX Mutual Fund Performance

TRARX performance across multiple time periods: 1-month 0.75%, YTD 3.77%, 1-year 4.77%, 3-year 10.09%, 5-year 3.55%, 10-year 5.62%.

TRARX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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