TAIAX Mutual Fund

NAV$17.96

Returns Overview

1 Month
+1.08%
3 Months
+8.10%
6 Months
+7.25%
YTD
+6.75%
1 Year
+14.84%
3 Years (annualized)
+11.76%
5 Years (annualized)
+6.66%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAIAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+4.14%
vs Peers
+2.61%

TAIAX Mutual Fund Performance

TAIAX performance across multiple time periods: 1-month 1.08%, YTD 6.75%, 1-year 14.84%, 3-year 11.76%, 5-year 6.66%, 10-year 7.58%.

TAIAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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