TADFX Mutual Fund

NAV$10.63

Returns Overview

1 Month
+3.66%
3 Months
+19.50%
6 Months
+19.35%
YTD
+18.26%
1 Year
+25.22%
3 Years (annualized)
+17.48%
5 Years (annualized)
+9.29%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADFX 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)
+18.26%
Peer Avg (YTD)
+9.49%
vs Peers
+8.77%

TADFX Mutual Fund Performance

TADFX performance across multiple time periods: 1-month 3.66%, YTD 18.26%, 1-year 25.22%, 3-year 17.48%, 5-year 9.29%, 10-year 8.58%.

TADFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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