TAAJX Mutual Fund

NAV$11.83

Returns Overview

1 Month
+0.13%
3 Months
+5.66%
6 Months
+4.05%
YTD
+3.78%
1 Year
+10.05%
3 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+4.14%
vs Peers
-0.36%

TAAJX Mutual Fund Performance

TAAJX performance across multiple time periods: 1-month 0.13%, YTD 3.78%, 1-year 10.05%, 3-year 9.54%.

TAAJX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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