TAAMX Mutual Fund

NAV$13.30

Returns Overview

3 Months
+7.48%
6 Months
+5.40%
YTD
+5.06%
1 Year
+12.84%
3 Years (annualized)
+11.48%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+6.73%
vs Peers
-1.67%

TAAMX Mutual Fund Performance

TAAMX performance across multiple time periods: YTD 5.06%, 1-year 12.84%, 3-year 11.48%.

TAAMX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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