TAEDX Mutual Fund

NAV$9.98

Returns Overview

1 Month
+0.85%
3 Months
+6.14%
6 Months
+5.39%
YTD
+5.39%
1 Year
+13.78%
3 Years (annualized)
+10.24%
5 Years (annualized)
+3.74%
10 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAEDX 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
Transamerica Emerging Markets Debt Blended Benchmark
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+3.07%
vs Peers
+2.32%

TAEDX Mutual Fund Performance

TAEDX performance across multiple time periods: 1-month 0.85%, YTD 5.39%, 1-year 13.78%, 3-year 10.24%, 5-year 3.74%, 10-year 4.47%.

TAEDX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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