TAAHX Mutual Fund

TAAHX Mutual Fund

NAV$37.21
See how much of TAAHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.45%
3 Months
+0.56%
6 Months
+5.24%
YTD
+5.97%
1 Year
+10.37%
3 Years (annualized)
+12.75%
5 Years (annualized)
+6.67%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+6.28%
vs Peers
-0.31%

TAAHX Mutual Fund Performance

TAAHX performance across multiple time periods: 1-month 1.45%, YTD 5.97%, 1-year 10.37%, 3-year 12.75%, 5-year 6.67%, 10-year 8.93%.

TAAHX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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