TAFTX Mutual Fund

TAFTX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
-0.22%
3 Months
-1.26%
6 Months
-1.89%
YTD
+0.12%
1 Year
+4.57%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAFTX 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 Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+0.17%
vs Peers
-0.05%

TAFTX Mutual Fund Performance

TAFTX performance across multiple time periods: 1-month -0.22%, YTD 0.12%, 1-year 4.57%, 3-year 3.63%, 5-year 0.46%, 10-year 1.85%.

TAFTX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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