TAAEX Mutual Fund

NAV$40.87

Returns Overview

1 Month
-2.99%
3 Months
+15.95%
6 Months
-1.37%
YTD
-0.44%
1 Year
+0.02%
3 Years (annualized)
+23.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+16.06%
vs Peers
-16.50%

TAAEX Mutual Fund Performance

TAAEX performance across multiple time periods: 1-month -2.99%, YTD -0.44%, 1-year 0.02%, 3-year 23.89%.

TAAEX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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