TADAX Mutual Fund

NAV$34.82

Returns Overview

1 Month
-1.89%
3 Months
+18.83%
6 Months
+7.33%
YTD
+7.40%
1 Year
+19.34%
3 Years (annualized)
+24.82%
5 Years (annualized)
+13.18%
10 Years (annualized)
+17.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+8.97%
vs Peers
-1.58%

TADAX Mutual Fund Performance

TADAX performance across multiple time periods: 1-month -1.89%, YTD 7.40%, 1-year 19.34%, 3-year 24.82%, 5-year 13.18%, 10-year 17.71%.

TADAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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