TAAEX Mutual Fund

TAAEX Mutual Fund

NAV$42.92
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Returns Overview

1 Month
-8.45%
3 Months
-2.35%
6 Months
-1.13%
YTD
-8.85%
1 Year
-10.13%
3 Years (annualized)
+16.95%
5 Years (annualized)
-4.25%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAEX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-8.85%
Peer Avg (YTD)
+11.56%
vs Peers
-20.40%

TAAEX Mutual Fund Performance

TAAEX performance across multiple time periods: 1-month -8.45%, YTD -8.85%, 1-year -10.13%, 3-year 16.95%, 5-year -4.25%, 10-year 12.78%.

TAAEX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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