TFAZX Mutual Fund

NAV$8.51

Returns Overview

1 Month
-1.28%
3 Months
-0.47%
6 Months
-0.70%
YTD
+0.35%
1 Year
+6.09%
3 Years (annualized)
+3.37%
5 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAZX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+5.87%
vs Peers
-5.51%

TFAZX Mutual Fund Performance

TFAZX performance across multiple time periods: 1-month -1.28%, YTD 0.35%, 1-year 6.09%, 3-year 3.37%, 5-year 2.36%.

TFAZX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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