TASCX Mutual Fund

NAV$25.36

Returns Overview

1 Month
+0.71%
3 Months
+7.46%
6 Months
+17.24%
YTD
+22.10%
1 Year
+36.48%
3 Years (annualized)
+17.75%
5 Years (annualized)
+12.37%
10 Years (annualized)
+14.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASCX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA All Cap Index
This Mutual Fund (YTD)
+22.10%
Peer Avg (YTD)
+18.52%
vs Peers
+3.57%

TASCX Mutual Fund Performance

TASCX performance across multiple time periods: 1-month 0.71%, YTD 22.10%, 1-year 36.48%, 3-year 17.75%, 5-year 12.37%, 10-year 14.64%.

TASCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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