TACLX Mutual Fund

NAV$23.08

Returns Overview

1 Month
+1.66%
3 Months
+9.76%
6 Months
+11.11%
YTD
+10.56%
1 Year
+20.28%
3 Years (annualized)
+13.62%
5 Years (annualized)
+8.54%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TACLX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+9.51%
vs Peers
+1.05%

TACLX Mutual Fund Performance

TACLX performance across multiple time periods: 1-month 1.66%, YTD 10.56%, 1-year 20.28%, 3-year 13.62%, 5-year 8.54%, 10-year 10.89%.

TACLX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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