TAAAX Mutual Fund

TAAAX Mutual Fund

NAV$22.43
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Returns Overview

1 Month
-0.27%
3 Months
+4.17%
6 Months
+7.96%
YTD
+9.80%
1 Year
+18.66%
3 Years (annualized)
+14.95%
5 Years (annualized)
+8.36%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+6.57%
vs Peers
+3.22%

TAAAX Mutual Fund Performance

TAAAX performance across multiple time periods: 1-month -0.27%, YTD 9.80%, 1-year 18.66%, 3-year 14.95%, 5-year 8.36%, 10-year 11.31%.

TAAAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

TAAAX vs another fund shows side-by-side returns. TAAAX alternatives are available in the Mutual Fund Screener.