TACIX Mutual Fund

NAV$12.00

Returns Overview

1 Month
+0.15%
3 Months
+5.73%
6 Months
+4.15%
YTD
+3.88%
1 Year
+10.26%
3 Years (annualized)
+9.78%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TACIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+4.14%
vs Peers
-0.26%

TACIX Mutual Fund Performance

TACIX performance across multiple time periods: 1-month 0.15%, YTD 3.88%, 1-year 10.26%, 3-year 9.78%, 5-year 3.74%, 10-year 5.62%.

TACIX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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