TACAX Mutual Fund

TACAX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-2.38%
3 Months
-0.36%
6 Months
+0.10%
YTD
+0.72%
1 Year
+7.59%
3 Years (annualized)
+3.26%
5 Years (annualized)
+0.79%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TACAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+0.39%
vs Peers
+0.33%

TACAX Mutual Fund Performance

TACAX performance across multiple time periods: 1-month -2.38%, YTD 0.72%, 1-year 7.59%, 3-year 3.26%, 5-year 0.79%, 10-year 1.90%.

TACAX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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