TAAAX Mutual Fund

NAV$22.43

Returns Overview

1 Month
+0.59%
3 Months
+13.26%
6 Months
+10.65%
YTD
+10.10%
1 Year
+20.86%
3 Years (annualized)
+15.34%
5 Years (annualized)
+8.27%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAAX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+6.73%
vs Peers
+3.37%

TAAAX Mutual Fund Performance

TAAAX performance across multiple time periods: 1-month 0.59%, YTD 10.10%, 1-year 20.86%, 3-year 15.34%, 5-year 8.27%, 10-year 11.53%.

TAAAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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