TAEDX Mutual Fund

TAEDX Mutual Fund

NAV$9.54
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Returns Overview

1 Month
-0.42%
3 Months
-2.31%
6 Months
-0.69%
YTD
+2.33%
1 Year
+4.48%
3 Years (annualized)
+10.36%
5 Years (annualized)
+3.45%
10 Years (annualized)
+3.79%

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
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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
Transamerica Emerging Markets Debt Blended Benchmark
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+0.43%
vs Peers
+1.90%

TAEDX Mutual Fund Performance

TAEDX performance across multiple time periods: 1-month -0.42%, YTD 2.33%, 1-year 4.48%, 3-year 10.36%, 5-year 3.45%, 10-year 3.79%.

TAEDX returns outperform the peer average of 0.43% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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