TAAMX Mutual Fund

TAAMX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
-0.54%
3 Months
+2.04%
6 Months
+3.09%
YTD
+4.50%
1 Year
+11.51%
3 Years (annualized)
+10.71%
5 Years (annualized)
+4.48%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAMX 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)
+4.50%
Peer Avg (YTD)
+6.57%
vs Peers
-2.07%

TAAMX Mutual Fund Performance

TAAMX performance across multiple time periods: 1-month -0.54%, YTD 4.50%, 1-year 11.51%, 3-year 10.71%, 5-year 4.48%, 10-year 6.39%.

TAAMX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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