TADAX Mutual Fund

TADAX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
-5.99%
3 Months
+0.12%
6 Months
+0.98%
YTD
+2.85%
1 Year
+0.18%
3 Years (annualized)
+21.52%
5 Years (annualized)
+8.26%
10 Years (annualized)
+15.91%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.85%
Peer Avg (YTD)
+5.23%
vs Peers
-2.38%

TADAX Mutual Fund Performance

TADAX performance across multiple time periods: 1-month -5.99%, YTD 2.85%, 1-year 0.18%, 3-year 21.52%, 5-year 8.26%, 10-year 15.91%.

TADAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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