TASHX Mutual Fund

NAV$16.67

Returns Overview

1 Month
-0.55%
3 Months
+5.88%
6 Months
+4.14%
YTD
+3.88%
1 Year
+13.16%
3 Years (annualized)
+12.95%
5 Years (annualized)
+7.49%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASHX 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
Transamerica Multi-Asset Income Blended Benchmark
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+6.73%
vs Peers
-2.84%

TASHX Mutual Fund Performance

TASHX performance across multiple time periods: 1-month -0.55%, YTD 3.88%, 1-year 13.16%, 3-year 12.95%, 5-year 7.49%, 10-year 9.98%.

TASHX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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