TAAQX Mutual Fund

TAAQX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+0.25%
3 Months
+0.46%
6 Months
+0.50%
YTD
+1.39%
1 Year
+2.97%
3 Years (annualized)
+5.10%
5 Years (annualized)
+2.67%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAQX 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 Universal Bond Index
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+2.15%
vs Peers
-0.77%

TAAQX Mutual Fund Performance

TAAQX performance across multiple time periods: 1-month 0.25%, YTD 1.39%, 1-year 2.97%, 3-year 5.10%, 5-year 2.67%, 10-year 2.72%.

TAAQX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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