TAFLX Mutual Fund

TAFLX Mutual Fund

NAV$7.71
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Returns Overview

1 Month
+1.98%
3 Months
-0.31%
6 Months
-0.76%
YTD
-0.39%
1 Year
-0.14%
3 Years (annualized)
+5.72%
5 Years (annualized)
+0.19%
10 Years (annualized)
+2.14%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+0.72%
vs Peers
-1.11%

TAFLX Mutual Fund Performance

TAFLX performance across multiple time periods: 1-month 1.98%, YTD -0.39%, 1-year -0.14%, 3-year 5.72%, 5-year 0.19%, 10-year 2.14%.

TAFLX returns trail the peer average of 0.72% 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.