TAAJX Mutual Fund

TAAJX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
+0.96%
3 Months
-0.44%
6 Months
+0.80%
YTD
+2.44%
1 Year
+3.48%
3 Years (annualized)
+11.05%
5 Years (annualized)
+3.01%
10 Years (annualized)
+4.99%

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
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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)
+2.44%
Peer Avg (YTD)
+2.95%
vs Peers
-0.51%

TAAJX Mutual Fund Performance

TAAJX performance across multiple time periods: 1-month 0.96%, YTD 2.44%, 1-year 3.48%, 3-year 11.05%, 5-year 3.01%, 10-year 4.99%.

TAAJX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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