TAICX Mutual Fund

NAV$17.72

Returns Overview

1 Month
+0.97%
3 Months
+7.85%
6 Months
+6.84%
YTD
+6.39%
1 Year
+13.94%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.91%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAICX 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)
+6.39%
Peer Avg (YTD)
+4.14%
vs Peers
+2.25%

TAICX Mutual Fund Performance

TAICX performance across multiple time periods: 1-month 0.97%, YTD 6.39%, 1-year 13.94%, 3-year 10.97%, 5-year 5.91%, 10-year 6.90%.

TAICX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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