TAASX Mutual Fund

TAASX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+0.21%
3 Months
+0.35%
6 Months
+0.28%
YTD
+1.08%
1 Year
+2.48%
3 Years (annualized)
+4.59%
5 Years (annualized)
+2.16%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAASX 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)
+1.08%
Peer Avg (YTD)
+2.15%
vs Peers
-1.07%

TAASX Mutual Fund Performance

TAASX performance across multiple time periods: 1-month 0.21%, YTD 1.08%, 1-year 2.48%, 3-year 4.59%, 5-year 2.16%, 10-year 2.21%.

TAASX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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