TAHBX Mutual Fund

TAHBX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
+0.22%
3 Months
-1.10%
6 Months
-0.82%
YTD
+0.05%
1 Year
+1.58%
3 Years (annualized)
+7.96%
5 Years (annualized)
+2.97%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAHBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+0.72%
vs Peers
-0.68%

TAHBX Mutual Fund Performance

TAHBX performance across multiple time periods: 1-month 0.22%, YTD 0.05%, 1-year 1.58%, 3-year 7.96%, 5-year 2.97%, 10-year 4.39%.

TAHBX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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