TAHRX Mutual Fund

TAHRX Mutual Fund

NAV$7.82
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Returns Overview

1 Month
+1.17%
3 Months
+0.68%
6 Months
+1.36%
YTD
+1.93%
1 Year
+4.43%
3 Years (annualized)
+7.38%
5 Years (annualized)
+2.96%
10 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAHRX 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 Universal Bond Index
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+2.15%
vs Peers
-0.22%

TAHRX Mutual Fund Performance

TAHRX performance across multiple time periods: 1-month 1.17%, YTD 1.93%, 1-year 4.43%, 3-year 7.38%, 5-year 2.96%, 10-year 4.19%.

TAHRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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