TFAIX Mutual Fund

NAV$9.08

Returns Overview

1 Month
-0.77%
3 Months
+1.12%
6 Months
+0.66%
YTD
+0.66%
1 Year
+3.44%
3 Years (annualized)
+6.99%
5 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+3.23%
vs Peers
-2.57%

TFAIX Mutual Fund Performance

TFAIX performance across multiple time periods: 1-month -0.77%, YTD 0.66%, 1-year 3.44%, 3-year 6.99%, 5-year 5.60%.

TFAIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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