TNUAX Mutual Fund

NAV$8.47

Returns Overview

3 Months
+1.80%
6 Months
+0.83%
YTD
+2.05%
1 Year
+5.15%
3 Years (annualized)
+3.83%
5 Years (annualized)
-1.38%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNUAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+3.23%
vs Peers
-1.18%

TNUAX Mutual Fund Performance

TNUAX performance across multiple time periods: YTD 2.05%, 1-year 5.15%, 3-year 3.83%, 5-year -1.38%, 10-year 2.31%.

TNUAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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