TAAQX Mutual Fund

TAAQX Mutual Fund

NAV$9.78
See how much of TAAQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.14%
3 Months
+0.44%
6 Months
+0.79%
YTD
+1.13%
1 Year
+3.48%
3 Years (annualized)
+5.11%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+0.12%
vs Peers
+1.01%

TAAQX Mutual Fund Performance

TAAQX performance across multiple time periods: 1-month 0.14%, YTD 1.13%, 1-year 3.48%, 3-year 5.11%, 5-year 2.67%, 10-year 2.72%.

TAAQX returns outperform the peer average of 0.12% 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.