TAAUX Mutual Fund

TAAUX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+0.24%
3 Months
+0.41%
6 Months
+0.41%
YTD
+1.25%
1 Year
+2.65%
3 Years (annualized)
+4.85%
5 Years (annualized)
+2.42%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAUX 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
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📉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)
+1.25%
Peer Avg (YTD)
+2.15%
vs Peers
-0.90%

TAAUX Mutual Fund Performance

TAAUX performance across multiple time periods: 1-month 0.24%, YTD 1.25%, 1-year 2.65%, 3-year 4.85%, 5-year 2.42%, 10-year 2.46%.

TAAUX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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