TAHBX Mutual Fund

NAV$8.10
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.13%
3 Months
+2.41%
6 Months
+1.57%
YTD
+1.69%
1 Year
+6.02%
3 Years (annualized)
+8.15%
5 Years (annualized)
+3.44%
10 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAHBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+3.23%
vs Peers
-1.53%

TAHBX Mutual Fund Performance

TAHBX performance across multiple time periods: 1-month 0.13%, YTD 1.69%, 1-year 6.02%, 3-year 8.15%, 5-year 3.44%, 10-year 5.15%.

TAHBX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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