TAAJX Mutual Fund

TAAJX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-2.48%
3 Months
-2.23%
6 Months
+3.31%
YTD
+1.47%
1 Year
+3.57%
3 Years (annualized)
+9.72%
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)
+1.47%
Peer Avg (YTD)
+2.46%
vs Peers
-0.99%

TAAJX Mutual Fund Performance

TAAJX performance across multiple time periods: 1-month -2.48%, YTD 1.47%, 1-year 3.57%, 3-year 9.72%, 5-year 3.01%, 10-year 4.99%.

TAAJX returns trail the peer average of 2.46% 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.