TAAKX Mutual Fund

TAAKX Mutual Fund

NAV$18.72
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Returns Overview

1 Month
-1.32%
3 Months
+1.14%
6 Months
+15.14%
YTD
+10.45%
1 Year
+15.05%
3 Years (annualized)
+19.71%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAKX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+6.10%
vs Peers
+4.35%

TAAKX Mutual Fund Performance

TAAKX performance across multiple time periods: 1-month -1.32%, YTD 10.45%, 1-year 15.05%, 3-year 19.71%, 5-year 7.48%, 10-year 9.91%.

TAAKX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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