TAFLX Mutual Fund

TAFLX Mutual Fund

NAV$7.69
See how much of TAFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
-0.43%
6 Months
-1.60%
YTD
+0.31%
1 Year
+2.34%
3 Years (annualized)
+4.58%
5 Years (annualized)
+0.23%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAFLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+2.15%
vs Peers
-1.84%

TAFLX Mutual Fund Performance

TAFLX performance across multiple time periods: 1-month 0.40%, YTD 0.31%, 1-year 2.34%, 3-year 4.58%, 5-year 0.23%, 10-year 2.29%.

TAFLX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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