TASZX Mutual Fund

NAV$25.51

Returns Overview

1 Month
+0.67%
3 Months
+7.41%
6 Months
+17.23%
YTD
+22.12%
1 Year
+36.65%
3 Years (annualized)
+17.88%
5 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASZX 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)
+22.12%
Peer Avg (YTD)
+18.52%
vs Peers
+3.59%

TASZX Mutual Fund Performance

TASZX performance across multiple time periods: 1-month 0.67%, YTD 22.12%, 1-year 36.65%, 3-year 17.88%, 5-year 12.48%.

TASZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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