TAARX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.25%
3 Months
+7.29%
6 Months
+5.22%
YTD
+4.98%
1 Year
+9.95%
3 Years (annualized)
+10.75%
5 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAARX 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
Transamerica Asset Allocation Intermediate Horizon Blended Benchmark
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+5.87%
vs Peers
-0.89%

TAARX Mutual Fund Performance

TAARX performance across multiple time periods: 1-month 0.25%, YTD 4.98%, 1-year 9.95%, 3-year 10.75%, 5-year 4.24%.

TAARX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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